Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,516,772
+$21,828,053 QoQ
Shares Held
426,294
+84.2% QoQ
Ownership
0.749%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#22
of 373 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $770,851,621 across 73 Banks - Regional names. AX ranks #2 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
565,484 | $55,049,867 | |
| 2 | AX |
Axos Financial, Inc.
This page
|
426,294 | $41,516,772 | |
| 3 | WTFC |
Wintrust Financial Corp
|
233,889 | $37,590,640 | |
| 4 | SSB |
SouthState Bank Corp
|
344,799 | $34,445,420 | |
| 5 | OZK |
Bank OZK
|
660,025 | $34,380,702 | |
| 6 | OBK |
Origin Bancorp, Inc.
|
669,700 | $34,255,155 | |
| 7 | CNOB |
ConnectOne Bancorp, Inc.
|
985,475 | $32,954,284 | |
| 8 | NBHC |
National Bank Holdings Corp
|
666,354 | $29,606,108 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,516,772 | 426,294 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,688,719 | 231,387 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,617,839 | 308,935 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,285,606 | 275,081 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,931,070 | 248,962 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,583,658 | 195,035 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,636,852 | 66,383 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,778,522 | 60,091 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,976,154 | 69,574 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,032,951 | 74,629 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,086,808 | 111,480 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,453,358 | 117,627 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,480,186 | 113,595 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,837,338 | 76,851 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,882,055 | 75,407 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,586,247 | 75,555 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,703,699 | 75,417 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,326,023 | 71,697 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,048,610 | 72,413 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,863,077 | 74,953 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,434,761 | 74,041 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,633,496 | 77,292 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,176,914 | 84,650 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,513,467 | 236,528 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,223,907 | 236,590 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,996,065 | 275,569 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||