Axos Financial, Inc.
US ˙ NYSE ˙ US05465C1009

SecurityAX / Axos Financial, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership507 shares
Latest Disclosed Value $ 43,141
IFP Advisors, Inc ownership in AX / Axos Financial, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 507 shares of Axos Financial, Inc. (US:AX) valued at $43,141 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 507 shares of Axos Financial, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $42,902 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)
2026-04-13 2026-03-31 13F AXOS FINANCIAL cs 05465C100 507 0 0.00 43 0.00 0.0009
2026-02-06 2025-12-31 13F AXOS FINANCIAL cs 05465C100 507 8 1.60 44 2.38 0.0010
2026-02-06 2025-09-30 13F/A-1 AXOS FINANCIAL cs 05465C100 499 6 1.22 42 13.51 0.0011
2025-12-02 2025-09-30 13F AXOS FINANCIAL cs 05465C100 499 6 42 0.0011
2025-07-24 2025-06-30 13F AXOS FINANCIAL cs 05465C100 493 386 360.75 37 516.67 0.0011
2025-05-05 2025-03-31 13F AXOS FINANCIAL cs 05465C100 107 -100 -48.31 7 -57.14 0.0002
2025-02-04 2024-12-31 13F AXOS FINANCIAL cs 05465C100 207 111 115.62 14 133.33 0.0005
2025-02-04 2024-09-30 13F AXOS FINANCIAL cs 05465C100 96 0 0.00 6 20.00 0.0002
2024-07-30 2024-06-30 13F AXOS FINANCIAL cs 05465C100 96 0 0.00 5 0.00 0.0002
2024-07-30 2024-03-31 13F AXOS FINANCIAL cs 05465C100 96 0 0.00 5 0.00 0.0002
2024-01-09 2023-12-31 13F AXOS FINANCIAL cs 05465C100 96 0 0.00 5 66.67 0.0002
2023-10-12 2023-09-30 13F AXOS FINANCIAL cs 05465C100 96 0 0.00 4 0.00 0.0002
2023-08-14 2023-06-30 13F/A-1 AXOS FINANCIAL cs 05465C100 96 0 0.00 4 0.00 0.0002
2023-08-04 2023-06-30 13F AXOS FINANCIAL cs 05465C100 96 0 3 0.0002
2023-04-18 2023-03-31 13F AXOS FINANCIAL cs 05465C100 96 -2,624 -96.47 3 0.0001
2023-02-07 2022-12-31 13F AXOS FINANCIAL cs 05465C100 2,720 265 10.79 0 -100.00 0.0030
2022-11-08 2022-09-30 13F AXOS FINANCIAL cs 05465C100 2,455 688 38.94 106 34.18 0.0028
2022-09-06 2022-06-30 13F/A-1 AXOS FINANCIAL cs 05465C100 1,767 0 0.00 79 0.00 0.0025
2022-09-06 2022-03-31 13F/A-1 AXOS FINANCIAL cs 05465C100 1,767 1,330 304.35 79 426.67 0.0025
2022-08-08 2022-03-31 13F BOFI HLDG INC COM Stock 05566U108 437 0 19 0.0004
2022-08-08 2022-03-31 13F AXOS FINANCIAL INC COM Stock 05465C100 510 23
2022-01-12 2021-12-31 13F BOFI HLDG INC COM Stock 05566U108 437 0 0.00 15 0.00 0.0003
2022-01-12 2021-12-31 13F AXOS FINANCIAL INC COM Stock 05465C100 513 31
2021-10-06 2021-09-30 13F BOFI HLDG INC COM Stock 05566U108 437 0 0.00 15 0.00 0.0003
2021-10-06 2021-09-30 13F AXOS FINANCIAL INC COM Stock 05465C100 527 365 29 0.0006
2021-07-13 2021-06-30 13F BOFI HLDG INC COM Stock 05566U108 437 0 0.00 15 0.00 0.0003
2021-07-13 2021-06-30 13F AXOS FINANCIAL INC COM Stock 05465C100 162 66 8 0.0002
2021-04-30 2021-03-31 13F BOFI HLDG INC COM Stock 05566U108 437 0 0.00 15 0.00 0.0003
2021-04-30 2021-03-31 13F AXOS FINANCIAL INC COM Stock 05465C100 96 0 5 0.0001
2021-01-25 2020-12-31 13F BOFI HLDG INC COM Stock 05566U108 437 0 0.00 15 0.00 0.0006
2021-01-25 2020-12-31 13F AXOS FINANCIAL INC COM Stock 05465C100 96 -341 4 0.0002
2020-10-29 2020-09-30 13F BOFI HLDG INC COM Stock 05566U108 437 0 0.00 15 0.00 0.0009
2020-08-05 2020-06-30 13F BOFI HLDG INC COM Stock 05566U108 437 0 0.00 15 0.00 0.0012
2020-05-12 2020-03-31 13F BOFI HLDG INC COM Stock 05566U108 437 386 756.86 15 650.00 0.0015
2020-01-17 2019-12-31 13F AXOS FINL INC COM Stock 05465C100 51 51 -88.33 2 -86.67 0.0002
2019-11-07 2019-09-30 13F AXOS FINL INC COM Stock 05465C100 0 0 0 0.0000
2019-05-15 2019-03-31 13F AXOS FINL INC COM Stock 05465C100 0 -434 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 AXOS FINL INC COM Stock 05465C100 434 -53 -10.88 11 -35.29 0.0007
2019-01-23 2018-12-31 13F AXOS FINL INC COM Stock 05465C100 434 -53 11 0.0007
2019-06-03 2018-09-30 13F/A-9 AXOS FINL INC COM Stock 05465C100 487 350 255.47 17 183.33 0.0007
2018-10-25 2018-09-30 13F AXOS FINL INC COM Stock 05465C100 487 350 17 0.0007
2019-06-03 2018-06-30 13F/A-8 BOFI HLDG INC COM Stock 05566U108 137 50 57.47 6 100.00 0.0003
2018-08-07 2018-06-30 13F BOFI HLDG INC COM Stock 05566U108 137 50 6
2019-06-03 2018-03-31 13F/A-7 BOFI HLDG INC COM Stock 05566U108 87 0 0.00 3 0.00 0.0001
2018-05-09 2018-03-31 13F BOFI HLDG INC COM Stock 05566U108 87 0 4
2019-06-03 2017-12-31 13F/A-6 BOFI HLDG INC COM Stock 05566U108 87 0 0.00 3 50.00 0.0001
2018-01-24 2017-12-31 13F BOFI HLDG INC COM Stock 05566U108 87 0 3
2017-10-30 2017-09-30 13F BOFI HLDG INC COM Stock 05566U108 87 0 0.00 2 0.00 0.0001
2019-06-03 2017-06-30 13F/A-5 BOFI HLDG INC COM Stock 05566U108 87 0 0.00 2 0.00 0.0001
2017-07-31 2017-06-30 13F BOFI HLDG INC COM Stock 05566U108 87 0 2
2019-06-03 2017-03-31 13F/A-4 BOFI HLDG INC COM Stock 05566U108 87 -1,254 -93.51 2 -94.74 0.0001
2017-04-26 2017-03-31 13F BOFI HLDG INC COM Stock 05566U108 87 -1,254 2
2019-06-03 2016-12-31 13F/A-3 BOFI HLDG INC COM Stock 05566U108 1,341 750 126.90 38 192.31 0.0018
2017-02-14 2016-12-31 13F BOFI HLDG INC COM Stock 05566U108 1,341 750 38
2016-11-04 2016-09-30 13F BOFI HLDG INC COM Stock 05566U108 591 87 17.26 13 44.44 0.0007
2019-06-03 2016-06-30 13F/A-2 BOFI HLDG INC COM Stock 05566U108 504 500 12,500.00 9 -30.77 0.0005
2016-08-22 2016-06-30 13F BOFI HLDG INC COM Stock 05566U108 504 500 9
2016-05-02 2016-03-31 13F BOFI HLDG INC COM Stock 05566U108 4 0 0.00 0 -100.00 0.0000
2016-02-11 2015-12-31 13F BOFI HLDG INC COM Stock 05566U108 4 4 0 0.0000
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.