Axos Financial, Inc.
DE ˙ DB ˙ US05465C1009
72,00 € ↓ -2,50 (-3,36%)
2026-06-04
DEL PRIS
SecurityDE:BB4 / Axos Financial, Inc.
InstitutionAvenir Corp
Latest Disclosed Ownership20,790 shares
Latest Disclosed Value $ 1,769,021
Avenir Corp ownership in BB4 / Axos Financial, Inc.

On May 14, 2026 - Avenir Corp filed a 13F-HR form disclosing ownership of 20,790 shares of Axos Financial, Inc. (DE:BB4) valued at $1,496,880 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 20,790 shares of Axos Financial, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,496,880 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F AXOS FINANCIAL COM 05465C100 20,790 0 0.00 1,769 -1.23 0.2156
2026-02-13 2025-12-31 13F AXOS FINANCIAL COM 05465C100 20,790 0 0.00 1,791 1.82 0.1944
2025-11-14 2025-09-30 13F AXOS FINANCIAL COM 05465C100 20,790 0 0.00 1,760 11.33 0.1833
2025-08-14 2025-06-30 13F AXOS FINANCIAL COM 05465C100 20,790 0 0.00 1,581 17.82 0.1625
2025-05-14 2025-03-31 13F AXOS FINANCIAL COM 05465C100 20,790 0 0.00 1,341 -7.64 0.1408
2025-02-13 2024-12-31 13F AXOS FINANCIAL COM 05465C100 20,790 0 0.00 1,452 11.09 0.1487
2024-11-14 2024-09-30 13F AXOS FINANCIAL COM 05465C100 20,790 0 0.00 1,307 10.02 0.1318
2024-08-14 2024-06-30 13F AXOS FINANCIAL COM 05465C100 20,790 0 0.00 1,188 5.79 0.1154
2024-05-16 2024-03-31 13F AXOS FINANCIAL COM 05465C100 20,790 0 0.00 1,123 -1.06 0.0962
2024-02-14 2023-12-31 13F AXOS FINANCIAL COM 05465C100 20,790 20,790 1,135 0.0982
2020-11-13 2020-09-30 13F AXOS FINL COM 05465C100 0 -32,540 -100.00 0 -100.00
2020-08-14 2020-06-30 13F AXOS FINL COM 05465C100 32,540 0 0.00 718 21.69 0.0818
2020-05-14 2020-03-31 13F AXOS FINL COM 05465C100 32,540 0 0.00 590 -40.10 0.0799
2020-02-14 2019-12-31 13F AXOS FINL COM 05465C100 32,540 0 0.00 985 9.44 0.1001
2019-11-13 2019-09-30 13F AXOS FINL COM 05465C100 32,540 0 0.00 900 1.47 0.0943
2019-08-12 2019-06-30 13F AXOS FINL COM 05465C100 32,540 0 0.00 887 -5.84 0.0925
2019-05-14 2019-03-31 13F AXOS FINL COM 05465C100 32,540 0 0.00 942 15.02 0.0999
2019-02-13 2018-12-31 13F AXOS FINL COM 05465C100 32,540 0 0.00 819 -26.81 0.1023
2018-11-14 2018-09-30 13F AXOS FINL COM 05465C100 32,540 0 0.00 1,119 -15.93 0.1230
2018-08-14 2018-06-30 13F BOFI HLDG COM 05566U108 32,540 0 0.00 1,331 0.91 0.1521
2018-05-14 2018-03-31 13F BOFI HLDG COM 05566U108 32,540 0 0.00 1,319 35.56 0.1439
2018-02-14 2017-12-31 13F BOFI HLDG COM 05566U108 32,540 0 0.00 973 5.08 0.0899
2017-11-14 2017-09-30 13F BOFI HLDG COM 05566U108 32,540 0 0.00 926 19.95 0.0796
2017-08-14 2017-06-30 13F BOFI HLDG COM 05566U108 32,540 32,540 772 0.0681
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.