Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,310,103
+$2,909,548 QoQ
Shares Held
290,688
-2.6% QoQ
Ownership
0.511%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#34
of 381 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LOOMIS SAYLES & CO L P holds $488,103,451 across 27 Banks - Regional names. AX ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FBK |
FB Financial Corp
|
871,137 | $48,217,432 | |
| 2 | SSB |
SouthState Bank Corp
|
402,723 | $40,232,027 | |
| 3 | PB |
Prosperity Bancshares Inc
|
525,859 | $38,403,482 | |
| 4 | HOMB |
Home Bancshares Inc
|
1,276,549 | $36,445,473 | |
| 5 | BPOP |
Popular, Inc.
|
189,648 | $31,136,407 | |
| 6 | AX |
Axos Financial, Inc.
This page
|
290,688 | $28,310,103 | |
| 7 | ABCB |
Ameris Bancorp
|
309,549 | $27,939,892 | |
| 8 | LOB |
Live Oak Bancshares, Inc.
|
671,994 | $27,444,234 |
All Filings in AX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,310,103 | 290,688 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $25,400,555 | 298,514 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $26,382,708 | 306,206 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $29,765,224 | 351,627 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $27,752,318 | 364,970 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $27,737,018 | 429,898 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $30,715,419 | 439,734 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $28,511,363 | 453,425 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $23,679,187 | 414,334 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $25,069,966 | 463,915 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $22,775,898 | 417,141 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $24,308,466 | 642,062 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $23,089,280 | 585,428 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,809,956 | 428,222 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,458,874 | 587,621 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $19,966,221 | 583,296 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,113,606 | 588,943 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $32,132,265 | 692,655 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $37,499,507 | 670,712 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $31,274,574 | 606,802 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $20,008,702 | 431,315 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,016,635 | 340,707 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||