Position in AX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,212,312
+$658,296 QoQ
Shares Held
53,520
0.0% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#79
of 381 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TCW GROUP INC holds $64,886,703 across 17 Banks - Regional names. AX ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VBNK |
VersaBank
|
721,077 | $16,736,197 | |
| 2 | BPOP |
Popular, Inc.
|
64,822 | $10,642,475 | |
| 3 | HAPN |
Happen, Inc.
|
362,594 | $7,520,199 | |
| 4 | FSBW |
FS Bancorp, Inc.
|
154,429 | $6,702,218 | |
| 5 | OZK |
Bank OZK
|
101,277 | $5,275,518 | |
| 6 | AX |
Axos Financial, Inc.
This page
|
53,520 | $5,212,312 | |
| 7 | CBK |
Commercial Bancgroup, Inc.
|
151,792 | $4,901,363 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
6,791 | $1,672,080 |
All Filings in AX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,212,312 | 53,520 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $4,554,016 | 53,520 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,749,139 | 55,120 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,046,833 | 59,620 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,822,308 | 89,720 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,937,130 | 92,020 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $8,577,580 | 122,800 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $10,274,592 | 163,400 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $12,350,115 | 216,100 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $15,698,620 | 290,500 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $15,861,300 | 290,500 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,998,330 | 290,500 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,602,256 | 167,400 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,286,944 | 143,200 | Shares | Defined | 2023-05-15 | |
| 2021-09-30 | $4,731,372 | 91,800 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $4,272,519 | 92,100 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $9,256,269 | 196,900 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $11,416,626 | 304,200 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $7,090,902 | 304,200 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $6,275,136 | 284,200 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,152,546 | 284,200 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||