Axos Financial, Inc. (AX)Kennedy Capital Management LLC added to its stake +26K shares

275K

Shares reported · +26K vs prior quarter

0.51%

Disclosed portfolio weight

$23.3M

Reported value

Holdings as of

Sep 30, 2025

Filed

Nov 13, 2025

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.

1. Sep 16, 2025Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news
2. Sep 19, 2025Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
3. Oct 30, 2025Company filing · Form 8-K · ResultsReported its results

What came next

1. Dec 15, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On December 15, 2025, David Park informed Axos Financial, Inc. (the “Company”) of his resignation from his position as President, Head of Commercial Bank at Axos Bank, a subsidiary of the Company, with a later effective date.”
2. Jan 29, 2026Company filing · Form 8-K · ResultsReported its results
3. Feb 12, 2026Company filing · Form 8-K · Material agreementSigned an important agreement

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

• SEC Form 13F

Other disclosures at Axos Financial, Inc.

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRJul 10, 2026
• SEC Form 13F-HRMay 13, 2026
• SEC Form 13F-HRFeb 13, 2026
• SEC Form 13F-HRFeb 12, 2026
• SEC Form 4Sep 12, 2025

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