TRUIST FINANCIAL CORP

Position in AX — Axos Financial, Inc.

CIK 92230 CHARLOTTE, NC

Position in AX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,402,221

+$253,847 QoQ

Shares Held

14,398

+6.7% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#140

of 381 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $746,044,510 across 68 Banks - Regional names. AX ranks #26 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	1,291,446	$317,979,832
2	TFC	Truist Financial Corp	4,354,869	$216,959,573
3	USB	US Bancorp De	891,123	$53,823,829
4	FCNCA	First Citizens Bancshares Inc /De/	10,069	$20,951,473
5	FITB	Fifth Third Bancorp	286,718	$16,162,291
6	MTB	M&T Bank Corp	67,136	$15,979,038
7	HBAN	Huntington Bancshares Inc /Md/	804,646	$14,266,372
8	RF	Regions Financial Corp	467,828	$14,128,405

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,402,221	14,398	+6.7%	Shares	Defined	2026-07-28
2026-03-31	$1,148,374	13,496	+12.5%	Shares	Defined	2026-04-27
2025-12-31	$1,033,747	11,998	-3.0%	Shares	Defined	2026-02-02
2025-09-30	$1,046,527	12,363	-1.0%	Shares	Defined	2025-11-03
2025-06-30	$949,206	12,483	+24.5%	Shares	Defined	2025-07-18
2025-03-31	$646,877	10,026	+5.2%	Shares	Defined	2025-04-29
2024-12-31	$665,670	9,530	-5.8%	Shares	Defined	2025-01-31
2024-09-30	$635,968	10,114	-50.7%	Shares	Defined	2024-11-13
2024-06-30	$1,172,546	20,517	+4.9%	Shares	Defined	2024-08-21
2024-03-31	$1,057,399	19,567	+0.2%	Shares	Defined	2024-05-13
2023-12-31	$1,065,955	19,523	-16.0%	Shares	Defined	2024-02-02
2023-09-30	$879,865	23,240	-9.2%	Shares	Defined	2023-11-14
2023-06-30	$1,008,953	25,582	+27.1%	Shares	Defined	2023-08-01
2023-03-31	$743,236	20,131	-49.4%	Shares	Defined	2023-05-05
2022-12-31	$1,521,308	39,804	-4.3%	Shares	Defined	2023-02-17
2022-09-30	$1,423,727	41,593	+11.1%	Shares	Defined	2022-10-26
2022-06-30	$1,341,865	37,430	+28.6%	Shares	Defined	2022-07-22
2022-03-31	$1,349,762	29,096	+0.1%	Shares	Defined	2022-04-22
2021-12-31	$1,624,967	29,064	-6.4%	Shares	Defined	2022-02-14
2021-09-30	$1,599,543	31,035	+5.9%	Shares	Defined	2021-11-05
2021-06-30	$1,359,133	29,298	-31.1%	Shares	Defined	2021-08-16
2021-03-31	$2,000,039	42,545	+54.5%	Shares	Defined	2021-05-17
2020-12-31	$1,033,650	27,542	+30.1%	Shares	Defined	2021-11-19
2020-09-30	$493,494	21,171	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.