Axos Financial, Inc. (AX)Kennedy Capital Management LLC added to its stake +34K shares

309K

Shares reported · +34K vs prior quarter

0.56%

Disclosed portfolio weight

$26.6M

Reported value

Holdings as of

Dec 31, 2025

Filed

Feb 13, 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.

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

What came next

1. Apr 22, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
2. Apr 30, 2026Company filing · Form 8-K · ResultsReported its results
3. May 2, 2026Company filing · Form 8-K · Acquisition or saleCompleted buying or selling a business or assets“On May 2, 2026, Axos Bank (the “Bank”), a subsidiary of Axos Financial, Inc. (the “Company”), completed its previously announced acquisition of all of the United States consumer deposits of Jenius Bank, a digital banking business of SMBC MANUBANK (“SMBC”), pursuant to the terms of the Purchase and Assumption Agreement, dated February 12, 2026 (the “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 12, 2026
• SEC Form 13F-HRNov 13, 2025
• SEC Form 4Sep 12, 2025

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