AX AXOS FINANCIAL

Ownership history in Pembroke Management, LTD  ·  28 quarters on record

This page tracks every 13F SEC filing in which Pembroke Management, LTD reported a position in AXOS FINANCIAL (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
2.76% (2019 Q1)
Avg. % of fund
2.08%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 288,555 +27,063 +10.3% 2.57% $24.9M $86.16
2025 Q3 REDUCED 261,492 -5,491 -2.1% 2.20% $22.1M $84.65
2025 Q2 REDUCED 266,983 -7,589 -2.8% 2.46% $20.3M $76.04
2025 Q1 ADDED 274,572 +16,282 +6.3% 2.58% $17.7M $64.52
2024 Q4 ADDED 258,290 +18,380 +7.7% 2.25% $18.0M $69.85
2024 Q3 REDUCED 239,910 -68,989 -22.3% 1.92% $15.1M $62.88
2024 Q2 REDUCED 308,899 -26,901 -8.0% 2.37% $17.7M $57.15
2024 Q1 REDUCED 335,800 -11,147 -3.2% 2.14% $18.1M $54.04
2023 Q4 REDUCED 346,947 -8,534 -2.4% 2.35% $18.9M $54.60
2023 Q3 REDUCED 355,481 -74,168 -17.3% 1.84% $13.5M $37.86
18 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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