Axos Financial, Inc. AX
We take great care to ensure that the data presented and summarized in this overview for Axos Financial, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding AX
View all-
Black Rock Inc. New York, NY8.19MShares$648 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA5.93MShares$469 Million0.01% of portfolio
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State Street Corp Boston, MA2.68MShares$212 Million0.01% of portfolio
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American Century Companies Inc Kansas City, MO2.41MShares$191 Million0.11% of portfolio
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Dimensional Fund Advisors LP Austin, TX2.17MShares$172 Million0.04% of portfolio
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Geode Capital Management, LLC Boston, MA1.71MShares$136 Million0.01% of portfolio
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Davis Asset Management, L.P. Sausalito, CA1.46MShares$115 Million4.39% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT905KShares$71.6 Million0.43% of portfolio
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Davis Capital Partners, LLC Sausalito, CA867KShares$68.6 Million1.77% of portfolio
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Geneva Capital Management LLC738KShares$58.4 Million1.09% of portfolio
Latest Institutional Activity in AX
Top Purchases
Top Sells
About AX
Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured cash sweep accounts. It also provides single family, multifamily, and commercial mortgage loans; commercial real estate secured loans; commercial and industrial non-real estate, asset-backed, lines of credit, and term loans; automobile loans; fixed rate term unsecured loans; and other loans, such as structure settlements, small business administration consumer loans, and securities-backed loans. In addition, the company offers ACH origination, wire transfer, commercial check printing, business bill pay and account transfer; remote deposit capture, mobile deposit, lockbox, merchant, and online payment portal; concierge banking; mobile and text messaging banking; and payment services, as well as debit and credit cards, and digital wallets. Further, it provides disclosed clearing services; back-office services, such as record keeping, trade reporting, accounting, general back-office support, securities and margin lending, reorganization assistance, and custody of securities; and financing to brokerage customers. The company was formerly known as BofI Holding, Inc. and changed its name to Axos Financial, Inc. in September 2018. Axos Financial, Inc. was incorporated in 1999 and is based in Las Vegas, Nevada.
Insider Transactions at AX
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 09
2025
|
Derrick Walsh EVP, Chief Financial Officer |
SELL
Bona fide gift
|
Direct |
150
-0.35%
|
$12,600
$84.63 P/Share
|
|
Dec 08
2025
|
Tamara N Bohlig Director |
SELL
Open market or private sale
|
Direct |
2,145
-14.24%
|
$184,470
$86.23 P/Share
|
|
Dec 05
2025
|
Edward James Ratinoff Director |
SELL
Open market or private sale
|
Direct |
2,145
-4.44%
|
$180,180
$84.59 P/Share
|
|
Nov 15
2025
|
Ann Gill |
SELL
Sale (or disposition) back to the issuer
|
Direct |
538
-5.25%
|
$42,502
$79.12 P/Share
|
|
Nov 15
2025
|
Ann Gill |
BUY
Exercise of conversion of derivative security
|
Direct |
1,000
+8.89%
|
$79,000
$79.12 P/Share
|
|
Nov 14
2025
|
Edward James Ratinoff Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
2,144
-4.25%
|
$169,376
$79.12 P/Share
|
|
Nov 14
2025
|
Edward James Ratinoff Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,289
+7.83%
|
$338,831
$79.12 P/Share
|
|
Nov 14
2025
|
Roque A Santi Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
2,144
-20.84%
|
$169,376
$79.12 P/Share
|
|
Nov 14
2025
|
Roque A Santi Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,289
+29.42%
|
$338,831
$79.12 P/Share
|
|
Nov 14
2025
|
Sara Wardell Smith Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
2,144
-14.75%
|
$169,376
$79.12 P/Share
|
|
Nov 14
2025
|
Sara Wardell Smith Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,289
+22.78%
|
$338,831
$79.12 P/Share
|
|
Nov 14
2025
|
Uzair Dada Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
2,144
-6.36%
|
$169,376
$79.12 P/Share
|
|
Nov 14
2025
|
Uzair Dada Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,289
+11.29%
|
$338,831
$79.12 P/Share
|
|
Nov 14
2025
|
Paul Grinberg Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
6,432
-5.1%
|
$508,128
$79.12 P/Share
|
|
Nov 14
2025
|
Paul Grinberg Director |
BUY
Exercise of conversion of derivative security
|
Direct |
12,865
+9.25%
|
$1,016,335
$79.12 P/Share
|
|
Nov 14
2025
|
Mosich Nick Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
2,721
-3.2%
|
$214,959
$79.12 P/Share
|
|
Nov 14
2025
|
Mosich Nick Director |
BUY
Exercise of conversion of derivative security
|
Direct |
5,443
+6.02%
|
$429,997
$79.12 P/Share
|
|
Nov 14
2025
|
Tamara N Bohlig Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
2,144
-12.46%
|
$169,376
$79.12 P/Share
|
|
Nov 14
2025
|
Tamara N Bohlig Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,289
+19.95%
|
$338,831
$79.12 P/Share
|
|
Nov 14
2025
|
Stefani D Carter Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
2,144
-16.13%
|
$169,376
$79.12 P/Share
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 410K shares |
|---|---|
| Open market or private purchase | 3K shares |
| Payment of exercise price or tax liability | 147K shares |
|---|---|
| Sale (or disposition) back to the issuer | 69.6K shares |
| Bona fide gift | 179K shares |
| Open market or private sale | 57.1K shares |