Position in AX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$50,211,946
-$2,235,913 QoQ
Shares Held
515,576
-16.4% QoQ
Ownership
0.909%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#17
of 381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WASATCH ADVISORS LP holds $561,198,112 across 10 Banks - Regional names. AX ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
4,695,376 | $244,582,135 | |
| 2 | NU |
Nu Holdings Ltd.
|
9,273,997 | $123,900,599 | |
| 3 | AX |
Axos Financial, Inc.
This page
|
515,576 | $50,211,946 | |
| 4 | SFBS |
ServisFirst Bancshares, Inc.
|
1,077,240 | $46,725,285 | |
| 5 | HWC |
Hancock Whitney Corp
|
506,999 | $37,882,965 | |
| 6 | ESQ |
Esquire Financial Holdings, Inc.
|
292,242 | $34,808,944 | |
| 7 | FINW |
Finwise Bancorp
|
502,201 | $7,281,914 | |
| 8 | TCBX |
Third Coast Bancshares, Inc.
|
166,315 | $6,719,126 |
All Filings in AX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,211,946 | 515,576 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $52,447,859 | 616,381 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $53,221,979 | 617,711 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $76,648,797 | 905,479 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $69,124,542 | 909,055 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $65,426,893 | 1,014,056 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $73,871,683 | 1,057,576 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $72,609,862 | 1,154,737 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $49,251,012 | 861,785 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $56,202,788 | 1,040,022 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $58,324,211 | 1,068,209 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $45,791,139 | 1,209,486 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $58,700,208 | 1,488,342 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $57,442,609 | 1,555,867 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,672,433 | 1,378,138 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $46,958,083 | 1,371,840 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $59,433,241 | 1,657,831 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $84,977,294 | 1,831,802 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $100,919,730 | 1,805,039 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $98,969,014 | 1,920,237 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $80,906,201 | 1,744,044 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $67,884,696 | 1,444,048 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $49,974,610 | 1,331,591 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $31,245,959 | 1,340,453 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $20,919,850 | 947,457 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $18,058,984 | 996,083 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||