Security record · archived quarter
AX
Axos Financial, Inc. · Financial Services · Banks - Regional
2Tracked holders
0Δ holders
51.44KShares held
$4.54MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 51.44K | $4.54M | n/a | n/a |
| Q2 2026 | 107 | -1 | 35.63M | $3.47B | +7 | −8 |
| Q1 2026 | 111 | -4 | 34.68M | $2.95B | +3 | −7 |
| Q4 2025 | 114 | -1 | 36.23M | $3.12B | n/a | −1 |
| Q3 2025 | 17 | 0 | 22.42M | $1.90B | n/a | n/a |
| Q2 2025 | 14 | +1 | 20.16M | $1.53B | +1 | n/a |
| Q1 2025 | 10 | -2 | 6.11M | $394.50M | +1 | −3 |
| Q4 2024 | 12 | 0 | 6.70M | $468.21M | +1 | −1 |
| Q3 2024 | 11 | 0 | 3.98M | $250.01M | +1 | −1 |
| Q2 2024 | 11 | n/a | 5.29M | $302.32M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 41.14K | -1.1% | $3.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 10.30K | -3.3% | $900,781 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 380 holders, 47.36M shares, $3.96B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Aug 07
SC 13G: STATE STREET CORP
Aug 06
SC 13G: FMR LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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