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AX in the 13F filings

Axos Finl Inc · CUSIP 05465C100

Sector · BanksTheme · Commercial banks and thriftsTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 3 listed it in both
Shares listed
5,058,282
combined, among listed positions
Reported value
$430m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 17 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,236,344.

Managers listing AX in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Fidelity (FMR LLC)2,437,674$207munder 0.1%Added+566,89315 May 2026 (the filing on sec.gov)
Wellington Management Group LLP837,853$71munder 0.1%Added+309,55315 May 2026 (the filing on sec.gov)
Invesco Ltd546,306$46munder 0.1%Added+345,35712 May 2026 (the filing on sec.gov)
AQR Capital Management LLC234,747$20munder 0.1%Added+2,11115 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC180,407$15munder 0.1%Added+45,63415 May 2026 (the filing on sec.gov)
First Eagle Investment Management LLC164,612$14munder 0.1%Added+22,32514 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP135,129$11m0.10%Added+110,12915 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP122,888$10munder 0.1%Added+9,65914 May 2026 (the filing on sec.gov)
Citadel Advisors LLC68,790$5.9munder 0.1%Added+54,99015 May 2026 (the filing on sec.gov)
AllianceBernstein LP66,030$5.7munder 0.1%Added+46615 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC63,455$5.4munder 0.1%Trimmed-46,71615 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc62,145$5.3munder 0.1%Added+10,66115 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP39,364$3.3munder 0.1%Added+23,09415 May 2026 (the filing on sec.gov)
Two Sigma Investments LP31,577$2.7munder 0.1%Trimmed-37,10115 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd23,907$2.0munder 0.1%Trimmed-27,11518 May 2026 (the filing on sec.gov)
Polen Capital Management LLC16,849$1.4munder 0.1%Added+5,86314 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.12,824$1.1munder 0.1%Trimmed-8,83115 May 2026 (the filing on sec.gov)
Quantbot Technologies LP4,182$356kunder 0.1%Trimmed-5,75513 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC3,195$272kunder 0.1%Trimmed-3,87915 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC3,163$269kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC2,814$239kunder 0.1%Added+30927 Oct 2026 (the filing on sec.gov)
Walleye Capital LLC337$29kunder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP34$3kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

0246820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AX by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20181$1.9mn.a.n.a.
Q4 20181$1.4mn.a.n.a.
Q1 20192$1.8mn.a.n.a.
Q2 20192$1.9mn.a.n.a.
Q3 20191$1.3mn.a.n.a.
Q4 20193$16mn.a.n.a.
Q1 20201$1.4mn.a.n.a.
Q2 20201$1.5mn.a.n.a.
Q3 20201$1.1mn.a.n.a.
Q4 20201$1.5mn.a.n.a.
Q1 20211$1.4mn.a.n.a.
Q2 20212$1.9mn.a.n.a.
Q3 20212$2.3mn.a.n.a.
Q4 20212$3.1mn.a.n.a.
Q1 20222$3.9mn.a.n.a.
Q2 20222$4.7mn.a.n.a.
Q3 20222$3.2mn.a.n.a.
Q4 20221$1.5mn.a.n.a.
Q1 20231$554kn.a.n.a.
Q2 20232$3.8mn.a.n.a.
Q3 20232$6.2mn.a.n.a.
Q4 20235$41m41
Q1 20247$39m52
Q2 20248$90m72
Q3 20244$74m23
Q4 20243$43m03
Q1 20252$28m02
Q2 20253$27m12
Q3 20252$13m20
Q4 20253$15m1114
Q1 20263$27m177
Q2 20263$36m1212

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AX and BAC →AX and JPM →AX and WFC →Choose a stock to compare with AX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AX, latest filings →Back to the 13F Explorer →