AX

Axos Financial Inc

Latest period2024 - Q4Total superinvestors22

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 22 superinvestors own shares of Axos Financial Inc (AX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Axos Financial Inc (AX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Axos Financial Inc (AX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Axos Financial Inc (AX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -0.15%
0.01%
$267,000
3,830 shares@ 69.72 avg price
John A. Zaro, III@Bourgeon Capital Management Llc
Recent Activity
Decreased -20%
0.05%
$223,520
3,200 shares@ 69.85 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
New Position
0.01%
$200,260
2,867 shares@ 69.86 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 83.46%
0.01%
$103,797
1,486 shares@ 69.85 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 34.22%
0.01%
$92,062
1,318 shares@ 69.85 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
0.01%
$20,397
292 shares@ 69.86 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Decreased -1.43%
0.01%
$14,000
206 shares@ 67.97 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -2.34%
0.01%
$8,731
125 shares@ 69.85 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 51.95%
0.01%
$8,172
117 shares@ 69.85 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
New Position
0.01%
$629
9 shares@ 69.89 avg price