AX AXOS FINL INC

Ownership history in ALGERT GLOBAL LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which ALGERT GLOBAL LLC reported a position in AXOS FINL INC (AX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.5% (2025 Q2)
Avg. % of fund
0.23%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 346,800 +17,320 +5.3% 0.47% $29.9M $86.16
2025 Q3 ADDED 329,480 +17,410 +5.6% 0.47% $27.9M $84.65
2025 Q2 ADDED 312,070 +90,340 +40.7% 0.50% $23.7M $76.04
2025 Q1 ADDED 221,730 +48,096 +27.7% 0.35% $14.3M $64.52
2024 Q4 ADDED 173,634 +15,017 +9.5% 0.29% $12.1M $69.85
2024 Q3 REDUCED 158,617 -24,735 -13.5% 0.27% $10.0M $62.88
2024 Q2 ADDED 183,352 +16,448 +9.9% 0.35% $10.5M $57.15
2024 Q1 ADDED 166,904 +87,323 +109.7% 0.35% $9.0M $54.04
2023 Q4 ADDED 79,581 +15,655 +24.5% 0.17% $4.3M $54.60
2023 Q3 REDUCED 63,926 -4,689 -6.8% 0.11% $2.4M $37.86
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AX price (monthly, adj. close)
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