Position in AX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,439,467
-$1,059,086 QoQ
Shares Held
16,917
-41.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ADVISORY RESEARCH INC holds $32,110,599 across 8 Banks - Regional names. AX ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
130,613 | $13,026,034 | |
| 2 | NIC |
Nicolet Bankshares Inc
|
36,163 | $5,374,544 | |
| 3 | SSB |
SouthState Bank Corp
|
47,088 | $4,356,581 | |
| 4 | FRME |
First Merchants Corp
|
67,634 | $2,619,464 | |
| 5 | WBS |
Webster Financial Corp
|
30,968 | $2,149,798 | |
| 6 | WAL |
Western Alliance Bancorporation
|
26,163 | $1,853,648 | |
| 7 | AX |
Axos Financial, Inc.
This page
|
16,917 | $1,439,467 | |
| 8 | SYBT |
Stock Yards Bancorp, Inc.
|
19,476 | $1,291,063 |
All Filings in AX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,439,467 | 16,917 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,498,553 | 28,999 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,325,250 | 27,469 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,010,877 | 26,445 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,314,272 | 20,370 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,419,002 | 20,315 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $758,332 | 12,060 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||