Axos Financial, Inc.
DE ˙ DB ˙ US05465C1009
72,00 € ↓ -2,50 (-3,36%)
2026-06-04
DEL PRIS
SecurityDE:BB4 / Axos Financial, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership7,144 shares
Latest Disclosed Value $ 607,877
Stifel Financial Corp reports 0.44% increase in ownership of BB4 / Axos Financial, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 7,144 shares of Axos Financial, Inc. (DE:BB4) valued at $514,368 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,113 shares of Axos Financial, Inc.. This represents a change in shares of 0.44% during the quarter. The current value of the position is $514,368 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)
2026-05-12 2026-03-31 13F AXOS FINANCIAL COM 05465C100 7,144 31 0.44 608 -0.82 0.0006
2026-02-13 2025-12-31 13F AXOS FINANCIAL COM 05465C100 7,113 10 0.14 613 1.83 0.0006
2025-11-12 2025-09-30 13F AXOS FINANCIAL COM 05465C100 7,103 -37 -0.52 601 10.89 0.0005
2025-08-14 2025-06-30 13F AXOS FINANCIAL COM 05465C100 7,140 -21 -0.29 543 17.32 0.0005
2025-05-14 2025-03-31 13F AXOS FINANCIAL COM 05465C100 7,161 -149 -2.04 462 -9.41 0.0005
2025-02-13 2024-12-31 13F AXOS FINANCIAL COM 05465C100 7,310 241 3.41 511 14.86 0.0005
2024-11-14 2024-09-30 13F AXOS FINANCIAL COM 05465C100 7,069 -71 -0.99 444 8.82 0.0005
2024-08-13 2024-06-30 13F AXOS FINANCIAL COM 05465C100 7,140 44 0.62 408 6.53 0.0005
2024-05-14 2024-03-31 13F AXOS FINANCIAL COM 05465C100 7,096 403 6.02 383 4.93 0.0004
2024-02-12 2023-12-31 13F AXOS FINANCIAL COM 05465C100 6,693 -10,029 -59.97 365 -42.34 0.0005
2023-11-13 2023-09-30 13F AXOS FINANCIAL COM 05465C100 16,722 5,239 45.62 633 40.04 0.0009
2023-08-14 2023-06-30 13F AXOS FINANCIAL COM 05465C100 11,483 -4,078 -26.21 453 -21.25 0.0006
2023-05-12 2023-03-31 13F AXOS FINANCIAL COM 05465C100 15,561 -3,275 -17.39 575 -20.17 0.0008
2023-02-13 2022-12-31 13F AXOS FINANCIAL COM 05465C100 18,836 -72 -0.38 720 11.13 0.0011
2022-11-14 2022-09-30 13F AXOS FINANCIAL COM 05465C100 18,908 42 0.22 647 -4.29 0.0011
2022-08-15 2022-06-30 13F AXOS FINANCIAL COM 05465C100 18,866 -1,220 -6.07 676 -27.47 0.0011
2022-05-13 2022-03-31 13F AXOS FINANCIAL COM 05465C100 20,086 2,858 16.59 932 -3.22 0.0013
2022-02-14 2021-12-31 13F AXOS FINANCIAL COM 05465C100 17,228 -197 -1.13 963 7.24 0.0013
2021-11-15 2021-09-30 13F AXOS FINANCIAL COM 05465C100 17,425 -223 -1.26 898 9.65 0.0013
2021-08-13 2021-06-30 13F AXOS FINANCIAL COM 05465C100 17,648 -777 -4.22 819 -5.43 0.0012
2021-05-14 2021-03-31 13F AXOS FINANCIAL COM 05465C100 18,425 -4,931 -21.11 866 -1.25 0.0014
2021-02-12 2020-12-31 13F AXOS FINANCIAL COM 05465C100 23,356 -14,646 -38.54 877 -1.02 0.0016
2020-11-16 2020-09-30 13F AXOS FINANCIAL COM 05465C100 38,002 433 1.15 886 6.75 0.0018
2020-08-14 2020-06-30 13F AXOS FINANCIAL COM 05465C100 37,569 640 1.73 830 23.51 0.0019
2020-05-14 2020-03-31 13F AXOS FINL COM 05465C100 36,929 -8,191 -18.15 672 -50.81 0.0019
2020-02-13 2019-12-31 13F AXOS FINL COM 05465C100 45,120 -2,553 -5.36 1,366 3.64 0.0028
2019-11-19 2019-09-30 13F/A-1 AXOS FINL COM 05465C100 47,673 -3,901 -7.56 1,318 -6.19 0.0034
2019-11-13 2019-09-30 13F AXOS FINL COM 05465C100 46,546 -5,028 1,287 721.4280
2019-08-14 2019-06-30 13F AXOS FINL COM 05465C100 51,574 33,128 179.59 1,405 163.11 0.0036
2019-05-14 2019-03-31 13F AXOS FINL COM 05465C100 18,446 -2,125 -10.33 534 3.09 0.0015
2019-02-13 2018-12-31 13F AXOS FINL COM 05465C100 20,571 -33 -0.16 518 -26.84 0.0017
2018-11-13 2018-09-30 13F AXOS FINL COM 05465C100 20,604 5,565 37.00 708 15.31 0.0020
2018-08-14 2018-06-30 13F BOFI HLDG COM 05566U108 15,039 -7,309 -32.71 614 -32.23 0.0019
2018-05-11 2018-03-31 13F BOFI HLDG COM 05566U108 22,348 -193,408 -89.64 906 -85.87 0.0029
2018-02-14 2017-12-31 13F BOFI HLDG COM 05566U108 215,756 -30,732 -12.47 6,411 -8.36 0.0203
2017-11-13 2017-09-30 13F BOFI HLDG COM 05566U108 246,488 22,301 9.95 6,996 33.21 0.0243
2017-08-14 2017-06-30 13F BOFI HLDG COM 05566U108 224,187 163,933 272.07 5,252 233.67 0.0195
2017-05-10 2017-03-31 13F BOFI HLDG COM 05566U108 60,254 -4,550 -7.02 1,574 -14.96 0.0061
2017-02-16 2016-12-31 13F BOFI HLDG COM 05566U108 64,804 38,964 150.79 1,851 219.69 0.0079
2016-11-15 2016-09-30 13F BOFI HLDG COM 05566U108 25,840 -872 -3.26 579 22.41 0.0026
2016-08-17 2016-06-30 13F BOFI HLDG COM 05566U108 26,712 -456 -1.68 473 -18.45 0.0022
2016-05-16 2016-03-31 13F BOFI HLDG COM 05566U108 27,168 -40,580 -59.90 580 -59.33 0.0031
2016-03-21 2015-12-31 13F/A-2 BOFI HLDG COM 05566U108 67,748 57,666 571.97 1,426 9.86 0.0074
2016-02-26 2015-12-31 13F/A-1 BOFI HLDG COM 05566U108 107,196 39,448 1,728 0.0090
2016-02-16 2015-12-31 13F BOFI HLDG COM 05566U108 103,280 2,234
2015-11-16 2015-09-30 13F BOFI HLDG COM 05566U108 10,082 10 0.10 1,298 21.99 0.0073
2015-08-17 2015-06-30 13F/A-1 BOFI HLDG COM 05566U108 10,072 10,072 1,064 0.0055
2015-08-17 2015-06-30 13F BOFI HLDG COM 05566U108 10,000 1,057 0.0056
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.