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Fund moves

Axos Financial, Inc. (AX)Wasatch Advisors LP reduced its stake -101K shares

Wasatch Advisors LP reduced its stake in Axos Financial, Inc., per its Q2 2026 13F.

516K
Shares reported · -101K vs prior quarter
0.33%
Disclosed portfolio weight
$50.2M
Reported value
Holdings as of
Jun 30, 2026
Filed
Jul 10, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

    What came next

    1. Jul 30, 2026Company filing · Form 8-K · Results, Other newsReported its results, and reported other company news
    2. Sep 21, 2026Company filing · Form 8-K · Acquisition or saleCompleted buying or selling a business or assets“On September 21, 2026, Axos Bank (the “Bank”), a subsidiary of Axos Financial, Inc. (the “Company”), completed its previously announced acquisition of individual retirement accounts (“IRAs”) deposited into associated savings and certificate of deposit accounts from Capital One, National Association (“Capital One”), pursuant to the terms of the Purchase and Assumption Agreement, dated April 22, 2026 (the “Agreement”).”
    View the official recordSEC Form 13F-HR

    How to read SEC Form 13F-HR

    Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

    Full guide: What is an SEC Form 13F?

    What else is on file for Axos Financial, Inc.

    For Axos Financial, Inc., OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

    These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its AX page.

    How this filing works

    Other disclosures at Axos Financial, Inc.

    Everything OQRO holds on this company is on its AX page.

    This is one filing. OQRO holds the rest

    Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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    OQRO describes public disclosures and context calculated from them. It does not give personalized advice and does not recommend any transaction. How OQRO treats data