Position in AX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,801,147
+$1,485,327 QoQ
Shares Held
347,070
-8.6% QoQ
Ownership
0.612%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#31
of 381 holders
Holding Since
Sep 2021
5 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, 20261832 Asset Management L.P. holds $540,918,860 across 17 Banks - Regional names. AX ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
5,764,443 | $148,895,562 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
496,307 | $122,200,709 | |
| 3 | USB |
US Bancorp \De\
|
1,654,280 | $99,918,512 | |
| 4 | FITB |
Fifth Third Bancorp
|
1,337,205 | $75,378,245 | |
| 5 | SFBS |
ServisFirst Bancshares, Inc.
|
860,470 | $37,322,886 | |
| 6 | AX |
Axos Financial, Inc.
This page
|
347,070 | $33,801,147 | |
| 7 | NU |
Nu Holdings Ltd.
|
617,030 | $8,243,520 | |
| 8 | BAP |
Credicorp Ltd
|
16,967 | $6,610,003 |
All Filings in AX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,801,147 | 347,070 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $32,315,820 | 379,784 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,343,774 | 375,392 | Shares | Sole | 2026-02-13 | |
| 2022-09-30 | $821 | 24 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $18,812 | 365 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||