AX — AXOS FINANCIAL INC

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in AXOS FINANCIAL 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 168 — 0% 0.00% $14K $84.65
2025 Q1 UNCHANGED 168 — 0% 0.00% $11K $64.52
2024 Q4 ADDED 168 +94 +127.0% 0.00% $12K $69.85
2024 Q3 UNCHANGED 74 — 0% 0.00% $5K $62.88
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% of Fund (quarterly)    AX price (monthly, adj. close)

Other funds also holding AX

As of 2025 Q4 — sorted by position size

SHAKER INVESTMENTS LLC/OH 3Y 7Y 13.57% Ategra Capital Management, LLC 6.29% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 4.7% Davis Asset Management, L.P. 3Y 4.5% Stieven Capital Advisors, L.P. 3Y 7Y 4.09% Militia Capital Partners, LP 3.27% Gator Capital Management, LLC 3Y 7Y 3.08% Orchard Capital Management, LLC 3Y 2.97% Pembroke Management, LTD 3Y 7Y 2.57% S&T BANK/PA 3Y 7Y 1.51%
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