13F

Stock

Axos Financial, Inc.

AX · held by 6 managers

Reported value

$8.04M

Holders

6

+0 new · −0 exited

Holders’ est. mark

−$553K

Price effect on 5 books still in the name

Largest holder

$6.41M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC99.3K$6.41M−$529.4KCut−$4.36M
OP Asset Management Ltd19.9K$1.29MHeld
National Philanthropic Trust4K$258.1K−$21.3KCut−$21.3K
Medallion Wealth Advisors, LLC896$57.8K$0Held
Clark Wealth Partners220$14.2K−$1.17KCut−$1.17K
DANSKE BANK A/S200$12.9K−$1.07KCut−$1.07K

Positions as of Q1 2025. 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.