AX — AXOS FINANCIAL INC

Ownership history in SkyOak Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which SkyOak Wealth, 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.

Peak position
0.07% (2024 Q4)
Avg. % of fund
0.06%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,433 -645 -15.8% 0.05% $291K $84.65
2025 Q2 UNCHANGED 4,078 — 0% 0.06% $310K $76.04
2025 Q1 REDUCED 4,078 -616 -13.1% 0.06% $263K $64.52
2024 Q4 INITIATED 4,694 — — 0.07% $328K $69.85
% 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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