Purchases and Sales Made in Q4 2025 in Axos Financial, Inc. (AX)
This table provides information about the institutional ownership of Axos Financial, Inc. (AX) during Q4 2025. The information is specifically focused on institutions that hold shares of Axos Financial, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
55.4K+ 21.48% |
$4.19M - $4.74M
|
313K
$24.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
15.5K+ 67.62% |
$1.17M - $1.33M
|
38.4K
$3.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.64KNew |
$276K - $312K
|
3.64K
$288K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.49KNew |
$188K - $213K
|
2.49K
$197K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.03KNew |
$78K - $88.2K
|
1.03K
$81.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
543+ 16.88% |
$41.1K - $46.5K
|
3.76K
$297K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 29.85% |
$1.51K - $1.71K
|
87
$6.88K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8+ 0.18% |
$606 - $685
|
4.38K
$346K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5+ 0.23% |
$379 - $428
|
2.16K
$171K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 13.79% |
$303 - $343
|
33
$2.61K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.17% |
$303 - $343
|
2.39K
$189K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 0.23% |
$75.7 - $85.6
|
432
$34.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3- 5.56% |
$227 - $257
|
51
$4.04K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-37- 0.32% |
$2.8K - $3.17K
|
11.4K
$903K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-757- 1.87% |
$57.3K - $64.8K
|
39.7K
$3.14M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-7.93K- 14.78% |
$601K - $679K
|
45.8K
$3.62M
|
|