Position in AX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,656,701
+$217,234 QoQ
Shares Held
17,011
+0.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#131
of 381 holders
Holding Since
Sep 2024
8 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, 2026ADVISORY RESEARCH INC holds $33,725,378 across 8 Banks - Regional names. AX ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
135,607 | $14,233,310 | |
| 2 | NIC |
Nicolet Bankshares Inc
|
35,434 | $5,860,428 | |
| 3 | SSB |
SouthState Bank Corp
|
46,447 | $4,640,054 | |
| 4 | FRME |
First Merchants Corp
|
65,315 | $2,853,612 | |
| 5 | WAL |
Western Alliance Bancorporation
|
26,098 | $2,145,255 | |
| 6 | AX |
Axos Financial, Inc.
This page
|
17,011 | $1,656,701 | |
| 7 | SYBT |
Stock Yards Bancorp, Inc.
|
18,582 | $1,420,965 | |
| 8 | WBS |
Webster Financial Corp
|
11,974 | $915,053 |
All Filings in AX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,656,701 | 17,011 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||