Vanguard Group Inc ownership in BB4 / Axos Financial, Inc.

Axos Financial, Inc.

DE ˙ DB ˙ US05465C1009

74,50 € ↑1,50 (2,05%)

2026-06-03
DEL PRIS

Security	DE:BB4 / Axos Financial, Inc.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	0 shares
Ownership	0.00%

2026-03-26 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 0 shares of Axos Financial, Inc. (DE:BB4). This represents 0.0 percent ownership of the company. In their previous filing dated 2024-02-13 , Vanguard Group Inc had reported owning 5,933,947 shares, indicating a decrease of -100.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2026-03-26	2026-03-26	13G/A	5,933,947	0	-100.00	0.00	-100.00
2024-02-13	2024-02-13	13G/A	6,371,676	5,933,947	-6.87	10.28	-3.20
2023-02-09	2023-02-09	13G/A	6,009,789	6,371,676	6.02	10.62	5.99
2022-11-10	2022-11-10	13G/A	5,711,997	6,009,789	5.21	10.02	4.37
2022-02-09	2022-02-09	13G/A	5,125,164	5,711,997	11.45	9.60	10.60
2021-02-10	2021-02-10	13G/A	5,553,073	5,125,164	-7.71	8.68	-4.19
2020-02-12	2020-02-12	13G/A	6,331,327	5,553,073	-12.29	9.06	-10.03
2019-02-11	2019-02-11	13G/A		6,331,327		10.07
2018-07-10	2018-07-10	13G/A	5,660,718	6,472,774	14.35	10.34	16.31
2018-02-12	2018-02-12	13G/A	4,137,727	5,660,718	36.81	8.89	36.14
2017-02-10	2017-02-10	13G/A	3,602,927	4,137,727	14.84	6.53	14.16
2016-02-10	2016-02-10	13G		3,602,927		5.72

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	AXOS FINANCIAL	COM	05465C100	5,897,415	-31,265	-0.53	508,121	1.25	0.0074
2025-11-07	2025-09-30	13F	AXOS FINANCIAL	COM	05465C100	5,928,680	-11,239	-0.19	501,863	11.11	0.0075
2025-08-11	2025-06-30	13F	AXOS FINANCIAL	COM	05465C100	5,939,919	-84,499	-1.40	451,671	16.20	0.0073
2025-05-09	2025-03-31	13F	AXOS FINANCIAL	COM	05465C100	6,024,418	-105,184	-1.72	388,695	-9.22	0.0070
2025-02-11	2024-12-31	13F	AXOS FINANCIAL	COM	05465C100	6,129,602	49,695	0.82	428,153	11.99	0.0075
2024-11-13	2024-09-30	13F	AXOS FINANCIAL	COM	05465C100	6,079,907	513,945	9.23	382,305	20.19	0.0068
2024-08-13	2024-06-30	13F	AXOS FINANCIAL	COM	05465C100	5,565,962	-304,609	-5.19	318,095	0.27	0.0061
2024-05-10	2024-03-31	13F	AXOS FINANCIAL	COM	05465C100	5,870,571	-63,376	-1.07	317,246	-2.08	0.0063
2024-03-11	2023-12-31	13F/A-1	AXOS FINANCIAL	COM	05465C100	5,933,947	-39,459	-0.66	323,994	43.26	0.0071
2024-02-14	2023-12-31	13F	AXOS FINANCIAL	COM	05465C100	5,933,947	-39,459		323,994		0.0062
2023-12-18	2023-09-30	13F/A-1	AXOS FINANCIAL	COM	05465C100	5,973,406	-270,481	-4.33	226,153	-8.16	0.0056
2023-11-14	2023-09-30	13F	AXOS FINANCIAL	COM	05465C100	5,973,406	-270,481		226,153		0.0010
2023-08-14	2023-06-30	13F	AXOS FINANCIAL	COM	05465C100	6,243,887	-175,120	-2.73	246,259	3.91	0.0058
2023-07-14	2023-03-31	13F/A-1	AXOS FINANCIAL	COM	05465C100	6,419,007	47,331	0.74	236,990	-2.68	0.0060
2023-05-15	2023-03-31	13F	AXOS FINANCIAL	COM	05465C100	6,419,007	47,331		236,990		0.0013
2023-02-10	2022-12-31	13F	AXOS FINANCIAL	COM	05465C100	6,371,676	427,270	7.19	243,525	19.68	0.0066
2022-11-14	2022-09-30	13F	AXOS FINANCIAL	COM	05465C100	5,944,406	80,318	1.37	203,477	-3.21	0.0060
2022-08-12	2022-06-30	13F	AXOS FINANCIAL	COM	05465C100	5,864,088	71,285	1.23	210,227	-21.77	0.0059
2022-05-13	2022-03-31	13F	AXOS FINANCIAL	COM	05465C100	5,792,803	80,806	1.41	268,728	-15.85	0.0064
2022-02-14	2021-12-31	13F	AXOS FINANCIAL	COM	05465C100	5,711,997	237,076	4.33	319,357	13.18	0.0073
2021-11-12	2021-09-30	13F	AXOS FINANCIAL	COM	05465C100	5,474,921	46,829	0.86	282,177	12.06	0.0070
2021-08-13	2021-06-30	13F	AXOS FINANCIAL	COM	05465C100	5,428,092	152,674	2.89	251,809	1.54	0.0063
2021-05-14	2021-03-31	13F	AXOS FINANCIAL	COM	05465C100	5,275,418	150,254	2.93	247,997	28.93	0.0067
2021-02-12	2020-12-31	13F	AXOS FINANCIAL	COM	05465C100	5,125,164	-10,591	-0.21	192,348	60.67	0.0056
2020-11-16	2020-09-30	13F	AXOS FINANCIAL	COM	05465C100	5,135,755	-235,857	-4.39	119,715	0.94	0.0040
2020-08-14	2020-06-30	13F	AXOS FINANCIAL	COM	05465C100	5,371,612	-270,598	-4.80	118,605	15.95	0.0042
2020-05-15	2020-03-31	13F	AXOS FINL	COM	05465C100	5,642,210	89,137	1.61	102,294	-39.16	0.0044
2020-02-14	2019-12-31	13F	AXOS FINL	COM	05465C100	5,553,073	-45,256	-0.81	168,147	8.63	0.0057
2019-11-14	2019-09-30	13F	AXOS FINL	COM	05465C100	5,598,329	82,093	1.49	154,794	2.98	0.0057
2019-08-14	2019-06-30	13F	AXOS FINL	COM	05465C100	5,516,236	-20,984	-0.38	150,317	-6.26	0.0057
2019-05-15	2019-03-31	13F	AXOS FINL	COM	05465C100	5,537,220	-794,107	-12.54	160,358	0.59	0.0063
2019-02-14	2018-12-31	13F	AXOS FINL	COM	05465C100	6,331,327	-325,464	-4.89	159,423	-30.36	0.0072
2018-12-13	2018-09-30	13F/A-2	AXOS FINL	COM	05465C100	6,656,791	184,017	2.84	228,927	-13.55	0.0089
2018-11-23	2018-09-30	13F/A-1	AXOS FINL	COM	05465C100	6,656,791	0		228,927		0.0089
2018-11-14	2018-09-30	13F	AXOS FINL	COM	05465C100	6,656,791			228,927
2018-08-14	2018-06-30	13F	BOFI HLDG	COM	05566U108	6,472,774	650,927	11.18	264,802	12.22	0.0111
2018-05-15	2018-03-31	13F	BOFI HLDG	COM	05566U108	5,821,847	161,129	2.85	235,959	39.41	0.0103
2018-02-14	2017-12-31	13F	BOFI HLDG	COM	05566U108	5,660,718	55,155	0.98	169,254	6.06	0.0074
2017-11-14	2017-09-30	13F	BOFI HLDG	COM	05566U108	5,605,563	55,342	1.00	159,590	21.22	0.0075
2017-08-24	2017-06-30	13F/A-1	BOFI HLDG	COM	05566U108	5,550,221	122,322	2.25	131,652	-7.18	0.0065
2017-08-11	2017-06-30	13F	BOFI HLDG	COM	05566U108	5,550,221	122,322		131,652
2017-05-12	2017-03-31	13F	BOFI HLDG	COM	05566U108	5,427,899	1,290,172	31.18	141,831	20.06	0.0073
2017-02-14	2016-12-31	13F	BOFI HLDG	COM	05566U108	4,137,727	72,523	1.78	118,132	29.73	0.0066
2016-11-14	2016-09-30	13F	BOFI HLDG	COM	05566U108	4,065,204	248,865	6.52	91,061	34.73	0.0053
2016-08-10	2016-06-30	13F	BOFI HLDG	COM	05566U108	3,816,339	-16,881	-0.44	67,588	-17.38	0.0042
2016-05-13	2016-03-31	13F	BOFI HLDG	COM	05566U108	3,833,220	230,293	6.39	81,801	7.86	0.0053
2016-02-08	2015-12-31	13F	BOFI HLDG	COM	05566U108	3,602,927	2,881,950	399.73	75,841	-18.35	0.0051
2015-11-12	2015-09-30	13F/A-1	BOFI HLDG	COM	05566U108	720,977	186,976	35.01	92,883	64.54	0.0039
2015-11-12	2015-09-30	13F/A-1	BOFI HLDG	COM	05566U108	720,977	186,976		92,883		0.0039
2015-11-12	2015-09-30	13F	BOFI HLDG	COM	05566U108	9,819,738			437,549
2015-08-13	2015-06-30	13F	BOFI HLDG	COM	05566U108	534,001	13,685	2.63	56,449	16.61	0.0038
2015-05-15	2015-03-31	13F/A-1	BOFI HLDG	COM	05566U108	520,316	22,607	4.54	48,410	25.00	0.0033
2015-05-14	2015-03-31	13F	BOFI HLDG	COM	05566U108	520,316			48,410
2015-02-12	2014-12-31	13F	BOFI HLDG	COM	05566U108	497,709	8,000	1.63	38,727	8.77	0.0028
2014-11-12	2014-09-30	13F	BOFI HLDG	COM	05566U108	489,709	30,669	6.68	35,606	5.57	0.0028
2014-08-11	2014-06-30	13F	BOFI HLDG	COM	05566U108	459,040	19,677	4.48	33,726	-10.48	0.0027
2014-05-13	2014-03-31	13F	BOFI HLDG	COM	05566U108	439,363	17,209	4.08	37,675	13.79	0.0032
2014-02-12	2013-12-31	13F	BOFI HLDG	COM	05566U108	422,154	33,610	8.65	33,110	31.39	0.0029
2013-11-07	2013-09-30	13F	BOFI HLDG	COM	05566U108	388,544	74,818	23.85	25,200	75.30	0.0025
2013-08-13	2013-06-30	13F	BOFI HLDG	COM	05566U108	313,726	313,726		14,375		0.0015

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.