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AX

AX

Axos Financial, Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
102
Partial Q3 2026
Total 13F value
$130.9M
Filed positions so far
New positions
15
This quarter
Sold positions
9
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Wasatch Advisors Lp

$34.6M399.9K0.26%-22.4%

Principal Financial Group Inc

$23.5M271.6K0.01%-25.1%

Pembroke Management, Ltd

$12.8M148.4K1.59%New Position

Kestrel Investment Management Corp

$7.8M90.5K4.52%-4.8%

Argent Capital Management Llc

$4.4M50.7K0.14%-2.1%

B. Riley Wealth Advisors, Inc.

$3.8M43.5K0.15%New Position

Wealth Enhancement Advisory Services, Llc

$3.6M41.1K0.01%-1.1%

New York State Teachers Retirement System

$3.1M35.5K0.01%-8.2%

Centerbook Partners Lp

$2.3M26.7K0.11%+307.5%

Louisiana State Employees Retirement System

$2.1M24.2K0.03%-3.6%

Livforsakringsbolaget Skandia, Omsesidigt

$1.9M21.4K0.06%-52.1%

D.A. Davidson & Co.

$1.8M20.3K0.01%-4.1%

State Of Alaska, Department Of Revenue

$1.6M18.2K0.01%-33.8%

Ridgewood Investments Llc

$1.5M17.7K0.56%-1.0%

Bullseye Investment Management, Llc

$1.4M16.0K0.68%+1.5%

Yousif Capital Management, Llc

$1.3M15.1K0.01%-2.0%

Truist Financial Corp

$1.3M14.8K0.00%+3.1%

Amalgamated Bank

$1.3M14.7K0.01%-3.7%

Virginia Retirement Systems Et Al

$1.1M13.2K0.01%Unchanged

Oregon Public Employees Retirement Fund

$1.1M12.7K0.01%-1.6%

Nisa Investment Advisors, Llc

$1.1M12.2K0.00%+0.1%

Y-Intercept (Hong Kong) Ltd

$986K11.4K0.02%+216.8%

Yorktown Management & Research Co Inc

$965K11.2K0.64%+85.8%

Td Waterhouse Canada Inc.

$901K10.3K0.00%-3.3%

B. Metzler Seel. Sohn & Co. Ag

$844K9.7K0.01%-22.8%

Summerhaven Investment Management, Llc

$829K13.2K0.60%New Position

Pinnacle Associates Ltd

$823K9.5K0.01%+14.0%

Empirical Financial Services, Llc D.B.A. Empirical Wealth Management

$816K9.4K0.01%+80.8%

James Investment Research, Inc.

$711K8.2K0.08%+8.8%

Proshare Advisors Llc

$660K7.6K0.00%-3.9%

Concurrent Investment Advisors, Llc

$624K7.2K0.00%-6.7%

Summit Global Investments

$609K7.0K0.03%+3.8%

Counterpoint Mutual Funds Llc

$585K6.8K0.05%New Position

Mutual Of America Capital Management Llc

$560K6.5K0.01%-0.6%

Strs Ohio

$528K6.1K0.00%+41.9%

Foyston, Gordon & Payne Inc

$457K5.3K0.09%Unchanged

Creative Planning

$421K4.9K0.00%+1.8%

Abel Hall, Llc

$372K4.3K0.07%+3.0%

Atria Investments, Inc

$352K4.1K0.00%New Position

Profund Advisors Llc

$311K3.6K0.01%-16.6%

Crossmark Global Holdings, Inc.

$293K3.4K0.00%-5.0%

Vise Technologies, Inc.

$276K3.2K0.00%-10.0%

Americana Partners, Llc

$260K3.0K0.01%-2.0%

Choreo, Llc

$256K3.0K0.00%+10.1%

Openarc Corporate Advisory, Llc

$248K2.9K0.00%+6.7%

Retirement Guys Formula Llc

$244K2.8K0.09%+10.3%

Summit Wealth Group Llc / Co

$239K2.8K0.02%Unchanged

Bourgeon Capital Management Llc

$238K2.8K0.03%-14.1%

Pinnacle Wealth Planning Services, Inc.

$237K2.7K0.02%+0.2%

Commonwealth Equity Services, Llc

$231K2.7K0.00%+0.1%

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