Axos Financial, Inc.
DE ˙ DB ˙ US05465C1009
€ 74,50 ↑2.50 (3.47%)
2026-06-05
PREÇO DA AÇÃO
SecurityDE:BB4 / Axos Financial, Inc.
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership3,731 shares
Latest Disclosed Value $ 317,470
Crossmark Global Holdings, Inc. ownership in BB4 / Axos Financial, Inc.

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 3,731 shares of Axos Financial, Inc. (DE:BB4) valued at $268,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 3,731 shares of Axos Financial, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $277,960 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F AXOS FINANCIAL COM 05465C100 3,731 0 0.00 317 -1.25 0.0046
2026-02-03 2025-12-31 13F AXOS FINANCIAL COM 05465C100 3,731 5 0.13 321 1.90 0.0046
2025-11-12 2025-09-30 13F AXOS FINANCIAL COM 05465C100 3,726 -73 -1.92 315 9.38 0.0047
2025-08-08 2025-06-30 13F AXOS FINANCIAL COM 05465C100 3,799 4 0.11 289 18.03 0.0047
2025-04-30 2025-03-31 13F AXOS FINANCIAL COM 05465C100 3,795 -35 -0.91 245 0.0043
2025-01-16 2024-12-31 13F AXIOS FINL INC COM COM 05465C100 3,830 -6 -0.16 0 0.0049
2024-11-04 2024-09-30 13F AXIOS FINL INC COM COM 05465C100 3,836 162 4.41 0 0.0043
2024-07-29 2024-06-30 13F AXIOS FINL INC COM COM 05465C100 3,674 -267 -6.77 0 0.0040
2024-05-13 2024-03-31 13F AXIOS FINL INC COM COM 05465C100 3,941 55 1.42 0 0.0041
2024-02-13 2023-12-31 13F AXIOS FINL INC COM COM 05465C100 3,886 3,886 0 0.0044
2023-11-08 2023-09-30 13F AXIOS FINL INC COM COM 05465C100 0 -4,411 -100.00 0 0.0000
2023-07-31 2023-06-30 13F AXIOS FINL INC COM COM 05465C100 4,411 4,411 0 0.0046
2022-07-29 2022-06-30 13F AXIOS FINL INC COM COM 05465C100 0 -5,192 -100.00 0 -100.00
2022-05-11 2022-03-31 13F AXIOS FINL INC COM COM 05465C100 5,192 200 4.01 241 -13.62 0.0054
2022-01-10 2021-12-31 13F AXIOS FINL INC COM COM 05465C100 4,992 -7,830 -61.07 279 -57.79 0.0061
2021-10-21 2021-09-30 13F/A-1 AXIOS FINL INC COM COM 05465C100 12,822 -60 -0.47 661 10.54 0.0155
2021-07-21 2021-06-30 13F AXIOS FINL INC COM COM 05465C100 12,882 10 0.08 598 -1.16 0.0141
2021-04-15 2021-03-31 13F AXIOS FINL INC COM COM 05465C100 12,872 490 3.96 605 30.11 0.0150
2021-01-14 2020-12-31 13F AXIOS FINL INC COM COM 05465C100 12,382 12,382 -18.41 465 -10.92 0.0118
2019-01-31 2018-12-31 13F BOFI HLDG INC COM COM 05566U108 0 -15,176 -100.00 0 -100.00
2018-11-08 2018-09-30 13F/A-1 AXIOS FINL INC COM COM 05465C100 15,176 60 0.40 522 -15.53 0.0132
2018-11-06 2018-09-30 13F BOFI HLDG INC COM COM 05566U108 15,116 0 618 16,577.4844
2018-07-31 2018-06-30 13F BOFI HLDG INC COM COM 05566U108 15,116 260 1.75 618 2.66 0.0166
2018-04-16 2018-03-31 13F BOFI HLDG INC COM COM 05566U108 14,856 -1,954 -11.62 602 19.68 0.0156
2018-02-05 2017-12-31 13F BOFI HLDG INC COM COM 05566U108 16,810 -1,246 -6.90 503 -2.14 0.0121
2017-10-27 2017-09-30 13F BOFI HLDG INC COM COM 05566U108 18,056 0 0.00 514 0.00 0.0132
2017-10-25 2016-09-30 13F BOFI HLDG INC COM COM 05566U108 18,056 18,056 514 0.0132
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.