AX — AXOS FINANCIAL INC

Ownership history in Pathstone Holdings, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Pathstone Holdings, 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 REDUCED 4,018 -1,151 -22.3% 0.00% $340K $84.65
2025 Q1 ADDED 5,169 +501 +10.7% 0.00% $334K $64.52
2024 Q4 ADDED 4,668 +507 +12.2% 0.00% $326K $69.85
2024 Q3 ADDED 4,161 +418 +11.2% 0.00% $262K $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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