AX AXOS FINANCIAL INC

Ownership history in S&T BANK/PA  ·  29 quarters on record

AI Ownership Summary

S&T BANK/PA reported AXOS FINANCIAL INC (AX) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.72% in 2024 Q4. The latest visible filing shows AX at 1.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&T BANK/PA's position in AXOS FINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AX was reported at 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How S&T BANK/PA held AX — position size vs. price
% of Fund (quarterly)    AX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 55,480 -10,470 -15.9% 1.51% $4.8M 2026-02-14 (Est.) $97.28
2025 Q3 REDUCED 65,950 -7,042 -9.6% 1.57% $5.6M 2025-11-14 $79.12
2025 Q2 REDUCED 72,992 -3,146 -4.1% 1.69% $5.6M 2025-08-06 $85.07
2025 Q1 REDUCED 76,138 -922 -1.2% 1.61% $4.9M 2025-05-15 $72.72
2024 Q4 REDUCED 77,060 -10,466 -12.0% 1.72% $5.4M 2025-02-14 $69.99
2024 Q3 REDUCED 87,526 -6,722 -7.1% 1.44% $5.5M 2024-11-13 $81.80
2024 Q2 REDUCED 94,248 -43,810 -31.7% 1.37% $5.4M 2024-08-14 $62.07
2024 Q1 REDUCED 138,058 -17,085 -11.0% 1.43% $7.5M 2024-05-15 $61.72
2023 Q4 REDUCED 155,143 -7,395 -4.5% 1.56% $8.5M 2024-02-14 $53.47
2023 Q3 REDUCED 162,538 -4,659 -2.8% 1.19% $6.2M 2023-11-14 $38.84
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About S&T BANK/PA and AX

These are the practical questions this page is built to answer before you even open the full history table.

How long has S&T BANK/PA reported owning AX?

S&T BANK/PA reported AX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AX position in S&T BANK/PA's portfolio?

The largest reported portfolio weight for AX was 1.72% in 2024 Q4.

What is the latest reported AX position on this page?

The most recent filing on this page is 2025 Q4, when S&T BANK/PA reported 55,480 shares, equal to 1.51% of portfolio, with an estimated market value of $4.8M.

What does the chart on this AX ownership page compare?

The chart compares S&T BANK/PA's quarterly AX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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