Position in AX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,252
New position
Shares Held
95
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#334
of 381 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Downshift Financial, LLC holds $96,980 across 20 Banks - Regional names. AX ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
1,000 | $13,360 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
51 | $12,557 | |
| 3 | CIB |
Grupo Cibest S.A.
|
147 | $11,676 | |
| 4 | OZK |
Bank OZK
|
184 | $9,584 | |
| 5 | AX |
Axos Financial, Inc.
This page
|
95 | $9,252 | |
| 6 | IBN |
Icici Bank Ltd
|
244 | $7,083 | |
| 7 | USB |
US Bancorp De
|
84 | $5,073 | |
| 8 | WF |
Woori Financial Group Inc.
|
87 | $4,993 |
All Filings in AX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,252 | 95 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||