Axos Financial, Inc.
US ˙ NYSE ˙ US05465C1009

SecurityAX / Axos Financial, Inc.
InstitutionKBC Group NV
Latest Disclosed Ownership1,983 shares
Latest Disclosed Value $ 169
KBC Group NV reports 24.56% increase in ownership of AX / Axos Financial, Inc.

On May 7, 2026 - KBC Group NV filed a 13F-HR form disclosing ownership of 1,983 shares of Axos Financial, Inc. (US:AX) valued at $168,733 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,592 shares of Axos Financial, Inc.. The current value of the position is $167,801 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F AXOS FINANCIAL COM 05465C100 1,983 391 24.56 0 0.0002
2026-01-26 2025-12-31 13F AXOS FINANCIAL COM 05465C100 1,592 0 0.00 0 0.0003
2026-01-20 2025-09-30 13F AXOS FINANCIAL COM 05465C100 1,592 0 0.00 0 0.0003
2025-08-08 2025-06-30 13F AXOS FINANCIAL COM 05465C100 1,592 -877 -35.52 0 0.0003
2025-04-25 2025-03-31 13F AXOS FINANCIAL COM 05465C100 2,469 0 0.00 0 0.0005
2025-01-22 2024-12-31 13F AXOS FINANCIAL COM 05465C100 2,469 864 53.83 0 0.0005
2024-11-06 2024-09-30 13F AXOS FINANCIAL COM 05465C100 1,605 0 0.00 0 0.0003
2024-07-17 2024-06-30 13F AXOS FINANCIAL COM 05465C100 1,605 348 27.68 0 0.0003
2024-05-08 2024-03-31 13F AXOS FINANCIAL COM 05465C100 1,257 -308 -19.68 0 0.0002
2024-02-13 2023-12-31 13F AXOS FINANCIAL COM 05465C100 1,565 0 0.00 0 0.0003
2024-02-15 2023-09-30 13F/A-1 AXOS FINANCIAL COM 05465C100 1,565 -2,340 -59.92 0 0.0002
2023-11-22 2023-09-30 13F AXOS FINANCIAL COM 05465C100 3,905 0 0 0.0006
2024-02-15 2023-06-30 13F/A-1 AXOS FINANCIAL COM 05465C100 3,905 -480 -10.95 0 0.0006
2023-07-28 2023-06-30 13F AXOS FINANCIAL COM 05465C100 3,905 -480 0 0.0006
2024-02-14 2023-03-31 13F/A-1 AXOS FINANCIAL COM 05465C100 4,385 -413 -8.61 0 0.0007
2023-05-04 2023-03-31 13F AXOS FINANCIAL COM 05465C100 4,385 -413 0 0.0008
2024-02-14 2022-12-31 13F/A-1 AXOS FINANCIAL COM 05465C100 4,798 0 0.00 0 0.0009
2023-02-13 2022-12-31 13F AXOS FINANCIAL COM 05465C100 4,798 0 0 0.0000
2024-02-15 2022-09-30 13F/A-1 AXOS FINANCIAL COM 05465C100 4,798 0 0.00 0 0.0009
2022-11-08 2022-09-30 13F AXOS FINANCIAL COM 05465C100 4,798 0 164 0.0009
2024-02-14 2022-06-30 13F/A-1 AXOS FINANCIAL COM 05465C100 4,798 4,798 0 0.0009
2022-07-26 2022-06-30 13F AXOS FINANCIAL COM 05465C100 4,798 4,798 172 0.0009
2021-11-10 2021-09-30 13F AXOS FINANCIAL COM 05465C100 0 -5,296 -100.00 0 -100.00
2022-02-15 2021-06-30 13F/A-1 AXOS FINANCIAL COM 05465C100 5,296 0 0.00 246 -1.20 0.0009
2021-08-11 2021-06-30 13F AXOS FINANCIAL COM 05465C100 5,296 0 246 0.0009
2022-02-14 2021-03-31 13F/A-1 AXOS FINANCIAL COM 05465C100 5,296 4,026 317.01 249 -47.80 0.0010
2021-04-26 2021-03-31 13F AXOS FINANCIAL COM 05465C100 5,296 4,026 249 0.0010
2022-02-14 2020-12-31 13F/A-1 AXOS FINANCIAL COM 05465C100 1,270 1,270 477 0.0002
2021-02-10 2020-12-31 13F AXOS FINANCIAL COM 05465C100 1,270 1,270 48 0.0002
2018-08-03 2018-03-31 13F/A-1 BOFI HLDG COM 05566U108 0 -39,302 -100.00 0 -100.00
2018-08-03 2017-12-31 13F/A-1 BOFI HLDG COM 05566U108 39,302 0 0.00 1,175 5.00 0.0100
2018-02-07 2017-12-31 13F BOFI HLDG COM 05566U108 39,302 0 1,175
2017-11-13 2017-09-30 13F BOFI HLDG COM 05566U108 39,302 -39,865 -50.36 1,119 -40.42 0.0102
2017-08-04 2017-06-30 13F BOFI HLDG COM 05566U108 79,167 0 0.00 1,878 -9.23 0.0181
2017-05-10 2017-03-31 13F BOFI HLDG COM 05566U108 79,167 -11,573 -12.75 2,069 -20.15 0.0187
2017-02-16 2016-12-31 13F BOFI HLDG COM 05566U108 90,740 49,999 122.72 2,591 183.79 0.0257
2016-11-03 2016-09-30 13F BOFI HLDG COM 05566U108 40,741 0 0.00 913 26.45 0.0108
2016-08-03 2016-06-30 13F BOFI HLDG COM 05566U108 40,741 -9,555 -19.00 722 -32.71 0.0103
2016-05-11 2016-03-31 13F BOFI HLDG COM 05566U108 50,296 -11,072 -18.04 1,073 -16.95 0.0178
2016-02-11 2015-12-31 13F BOFI HLDG COM 05566U108 61,368 61,368 1,292 0.0238
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.