Axos Financial, Inc.
US ˙ NYSE ˙ US05465C1009

SecurityAX / Axos Financial, Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership121,998 shares
Latest Disclosed Value $ 10,380,810
Prudential Financial Inc reports 10.53% increase in ownership of AX / Axos Financial, Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 121,998 shares of Axos Financial, Inc. (US:AX) valued at $10,380,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 110,378 shares of Axos Financial, Inc.. This represents a change in shares of 10.53% during the quarter. The current value of the position is $10,688,245 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)
2026-05-13 2026-03-31 13F AXOS FINANCIAL COM 05465C100 121,998 11,620 10.53 10,381 9.15 0.0072
2026-02-13 2025-12-31 13F AXOS FINANCIAL COM 05465C100 110,378 -2,425 -2.15 9,510 -0.40 0.0115
2025-11-13 2025-09-30 13F AXOS FINANCIAL COM 05465C100 112,803 -27,999 -19.89 9,549 -10.82 0.0113
2025-08-12 2025-06-30 13F AXOS FINANCIAL COM 05465C100 140,802 -26,192 -15.68 10,707 -0.63 0.0138
2025-05-13 2025-03-31 13F AXOS FINANCIAL COM 05465C100 166,994 33,350 24.95 10,774 15.42 0.0153
2025-02-11 2024-12-31 13F AXOS FINANCIAL COM 05465C100 133,644 -9,240 -6.47 9,335 3.91 0.0128
2024-11-14 2024-09-30 13F AXOS FINANCIAL COM 05465C100 142,884 -11,951 -7.72 8,985 1.54 0.0127
2024-08-13 2024-06-30 13F AXOS FINANCIAL COM 05465C100 154,835 -18,578 -10.71 8,849 -5.58 0.0133
2024-05-14 2024-03-31 13F AXOS FINANCIAL COM 05465C100 173,413 24,161 16.19 9,371 15.00 0.0132
2024-02-13 2023-12-31 13F AXOS FINANCIAL COM 05465C100 149,252 28,671 23.78 8,149 78.51 0.0123
2023-11-13 2023-09-30 13F AXOS FINANCIAL COM 05465C100 120,581 5,825 5.08 4,565 0.88 0.0072
2023-08-11 2023-06-30 13F AXOS FINANCIAL COM 05465C100 114,756 13,494 13.33 4,526 21.05 0.0066
2023-05-12 2023-03-31 13F AXOS FINANCIAL COM 05465C100 101,262 24,786 32.41 3,739 27.93 0.0059
2023-02-14 2022-12-31 13F AXOS FINANCIAL COM 05465C100 76,476 -534 -0.69 2,923 10.85 0.0049
2022-11-04 2022-09-30 13F AXOS FINANCIAL COM 05465C100 77,010 -741 -0.95 2,636 -5.45 0.0045
2022-08-15 2022-06-30 13F AXOS FINANCIAL COM 05465C100 77,751 -457 -0.58 2,788 -23.15 0.0044
2022-05-13 2022-03-31 13F AXOS FINANCIAL COM 05465C100 78,208 -9,943 -11.28 3,628 -26.41 0.0048
2022-02-14 2021-12-31 13F AXOS FINANCIAL COM 05465C100 88,151 2,381 2.78 4,930 11.59 0.0061
2021-11-15 2021-09-30 13F AXOS FINANCIAL COM 05465C100 85,770 -17,177 -16.69 4,418 -7.48 0.0062
2021-08-16 2021-06-30 13F AXOS FINANCIAL COM 05465C100 102,947 2,881 2.88 4,775 1.51 0.0066
2021-05-12 2021-03-31 13F AXOS FINANCIAL COM 05465C100 100,066 -14,443 -12.61 4,704 9.50 0.0070
2021-08-16 2020-12-31 13F/A-1 AXOS FINANCIAL COM 0037 05465C100 114,509 -90,485 -44.14 4,296 -10.11 0.0072
2021-02-16 2020-12-31 13F AXOS FINANCIAL COM 05465C100 114,509 -90,485 4,297 0.0072
2020-11-16 2020-09-30 13F AXOS FINANCIAL COM 05465C100 204,994 -4,977 -2.37 4,779 3.08 0.0090
2020-08-12 2020-06-30 13F AXOS FINANCIAL COM 05465C100 209,971 84,285 67.06 4,636 103.42 0.0089
2020-05-12 2020-03-31 13F AXOS FINL COM 05465C100 125,686 37,134 41.93 2,279 -14.99 0.0050
2020-02-11 2019-12-31 13F AXOS FINL COM 05465C100 88,552 150 0.17 2,681 9.70 0.0040
2019-11-13 2019-09-30 13F AXOS FINL COM 05465C100 88,402 -1,637 -1.82 2,444 -0.41 0.0039
2019-08-08 2019-06-30 13F AXOS FINL COM 05465C100 90,039 -110 -0.12 2,454 -6.01 0.0038
2019-05-15 2019-03-31 13F AXOS FINL COM 05465C100 90,149 -4,278 -4.53 2,611 9.80 0.0043
2019-02-07 2018-12-31 13F AXOS FINL COM 05465C100 94,427 -2,593 -2.67 2,378 -28.74 0.0042
2018-11-07 2018-09-30 13F AXOS FINL COM 05465C100 97,020 3,018 3.21 3,337 -13.23 0.0049
2018-08-13 2018-06-30 13F BOFI HLDG COM 05566U108 94,002 160 0.17 3,846 1.13 0.0057
2018-05-04 2018-03-31 13F BOFI HLDG COM 05566U108 93,842 -12,416 -11.68 3,803 19.70 0.0058
2018-02-13 2017-12-31 13F BOFI HLDG COM 05566U108 106,258 -1,610 -1.49 3,177 3.45 0.0043
2017-11-02 2017-09-30 13F BOFI HLDG COM 05566U108 107,868 9,760 9.95 3,071 31.97 0.0051
2017-08-07 2017-06-30 13F BOFI HLDG COM 05566U108 98,108 -35,000 -26.29 2,327 -33.09 0.0035
2017-05-10 2017-03-31 13F BOFI HLDG COM 05566U108 133,108 -7,820 -5.55 3,478 -13.55 0.0054
2017-02-07 2016-12-31 13F BOFI HLDG COM 05566U108 140,928 -8,880 -5.93 4,023 19.87 0.0065
2016-11-04 2016-09-30 13F BOFI HLDG COM 05566U108 149,808 -16,300 -9.81 3,356 14.07 0.0055
2016-08-09 2016-06-30 13F BOFI HLDG COM 05566U108 166,108 1,620 0.98 2,942 -16.18 0.0049
2016-05-09 2016-03-31 13F BOFI HLDG COM 05566U108 164,488 1,200 0.73 3,510 2.12 0.0063
2016-02-12 2015-12-31 13F BOFI HLDG COM 05566U108 163,288 123,081 306.12 3,437 -33.65 0.0062
2015-11-10 2015-09-30 13F BOFI HLDG COM 05566U108 40,207 1,700 4.41 5,180 27.24 0.0102
2015-08-06 2015-06-30 13F BOFI HLDG COM 05566U108 38,507 1,400 3.77 4,071 17.93 0.0072
2015-05-01 2015-03-31 13F BOFI HLDG COM 05566U108 37,107 1,100 3.05 3,452 23.20 0.0060
2015-02-06 2014-12-31 13F BOFI HLDG COM 05566U108 36,007 1,600 4.65 2,802 11.99 0.0051
2014-11-12 2014-09-30 13F BOFI HLDG COM 05566U108 34,407 -1,911 -5.26 2,502 -6.22 0.0047
2014-08-13 2014-06-30 13F BOFI HLDG COM 05566U108 36,318 1,411 4.04 2,668 -10.86 0.0047
2014-05-14 2014-03-31 13F BOFI HLDG COM 05566U108 34,907 600 1.75 2,993 11.22 0.0056
2014-02-11 2013-12-31 13F BOFI HLDG COM 05566U108 34,307 400 1.18 2,691 22.37 0.0053
2013-11-07 2013-09-30 13F BOFI HLDG COM 05566U108 33,907 25,730 314.66 2,199 486.40 0.0047
2013-08-07 2013-06-30 13F BOFI HLDG COM 05566U108 8,177 8,177 375 0.0008
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.