MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Position in AX — Axos Financial, Inc.
CIK 922127
New York, NY
Position in AX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$634,495
+$82,602 QoQ
Shares Held
6,515
+0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#185
of 381 holders
Holding Since
Mar 2020
26 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, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $267,231,080 across 86 Banks - Regional names. AX ranks #44 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
594,380 | $20,066,268 | |
| 2 | FFIN |
First Financial Bankshares Inc
|
471,634 | $16,318,536 | |
| 3 | UMBF |
Umb Financial Corp
|
91,750 | $13,098,230 | |
| 4 | MTB |
M&T Bank Corp
|
52,640 | $12,528,846 | |
| 5 | WTFC |
Wintrust Financial Corp
|
77,094 | $12,390,547 | |
| 6 | EWBC |
East West Bancorp Inc
|
92,285 | $11,913,070 | |
| 7 | SFBS |
ServisFirst Bancshares, Inc.
|
271,204 | $11,763,473 | |
| 8 | SSB |
SouthState Bank Corp
|
103,701 | $10,359,729 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,495 | 6,515 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $551,893 | 6,486 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $557,799 | 6,474 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $534,564 | 6,315 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $523,155 | 6,880 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $509,643 | 7,899 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $573,887 | 8,216 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $511,780 | 8,139 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $476,288 | 8,334 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $471,444 | 8,724 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $491,017 | 8,993 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $348,122 | 9,195 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $405,285 | 10,276 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $406,009 | 10,997 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $427,758 | 11,192 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $362,324 | 10,585 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $323,295 | 9,018 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $357,945 | 7,716 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $409,037 | 7,316 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $366,913 | 7,119 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $339,899 | 7,327 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $322,488 | 6,860 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $240,041 | 6,396 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $146,223 | 6,273 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $55,862 | 2,530 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $41,191 | 2,272 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||