13F

Stock

Axos Financial, Inc.

AX · held by 5 managers

Reported value

$11.1M

Holders

5

+1 new · −0 exited

Holders’ est. mark

$996.1K

Price effect on 2 books still in the name

Largest holder

$10.8M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC154.1K$10.8M$994.7KAdded$1.79M
National Philanthropic Trust4K$279.4KNew
Medallion Wealth Advisors, LLC896$57.8KHeld
Clark Wealth Partners220$15.4KHeld
DANSKE BANK A/S200$14K$1.39KCut−$1.02M

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.