AXOS FINANCIAL INC

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AX·05465C100·US·Common Stock·Financial Services - Banks - Regional-13D/G

AX (AXOS FINANCIAL INC) is held by 168 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($817.1M), VANGUARD PORTFOLIO MANAGEMENT LLC ($305.5M), STATE STREET CORP ($294.5M). Net institutional sentiment: Mixed.

168

Holders

(12 Elite)

$4B

Total Value

51% (170)

Consensus

86 buying - 84 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)41

Insider (Form 4)50

Activist (13D/13G)79

Congressional (STOCK Act)45

Holder Quality

82

★★★★★

Elite

28

★★★★

Strong

10

★★★

Solid

48

★★

Below

61

★

Weak

Held by 168 funds

12 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders Sep 16, 2026 · Activists Aug 7, 2026 · Congress none

InsiderSDSwanson Brian DDisp $169KSep 15, 2026

InsiderTCTolla John CharlesExercise 4K shSep 15, 2026

InsiderSDSwanson Brian DExercise 3K shSep 15, 2026

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Top Holders

Top Holders (168)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	8.4M(+0.8%)	$817.1M	0.0%	+25.67%	32
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	3.1M(+1.5%)	$305.5M	0.0%	+4.27%	31
STATE STREET CORP	Increased	3M(+7.4%)	$294.5M	0.0%	+88.94%	33
FMR LLC	Increased	3M(+21.8%)	$289.2M	0.0%	+4.55%	37
AMERICAN CENTURY COMPANIES INC	Increased	2.7M(+7.8%)	$263.5M	0.1%	+54.04%	40
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	2.5M(+0.5%)	$240.2M	0.0%	+4.41%	31
DIMENSIONAL FUND ADVISORS LP	Increased	2.2M(+0.9%)	$214M	0.0%	+182.61%	31
GEODE CAPITAL MANAGEMENT, LLC	Increased	2M(+0.4%)	$194.1M	0.0%	+77.56%	31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	751,934(+2.7%)	$73.2M	0.0%	+121.04%	30
FRANKLIN TEMPLETON INC	Decreased	714,462(-5.4%)	$69.6M	0.0%	+12.34%	0
NORTHERN TRUST CORP	Increased	710,371(+3.8%)	$69.2M	0.0%	+157.75%	31
AMERIPRISE FINANCIAL INC	Decreased	654,362(-7.6%)	$63.7M	0.0%	+94.24%	0
Invesco Ltd.	Increased	617,610(+13.1%)	$60.1M	0.0%	+18.64%	33
MORGAN STANLEY	Increased	591,123(+8.7%)	$57.6M	0.0%	+37.06%	32
WASATCH ADVISORS LP	Decreased	515,576(-16.4%)	$50.2M	0.3%	+114.33%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	470,586(-43.8%)	$45.8M	0.0%	+26.43%	0
GOLDMAN SACHS GROUP INC	Increased	453,375(+28.2%)	$44.2M	0.0%	+23.50%	36
Boston Partners	Increased	433,647(+5.0%)	$42.3M	0.0%	+22.24%	31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Increased	409,682(+233.4%)	$39.9M	0.0%	-3.99%	47
VFVANGUARD FIDUCIARY TRUST CO	Increased	379,189(+3.0%)	$36.9M	0.0%	+4.06%	30

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer