Axos Financial, Inc.
AXFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Axos Financial, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 16 annual periods. The latest annual period ends Jun 30, 2025. The latest insider filing shown is dated Jun 9, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| SBI Securities Co., Ltd. | 2026-03-31 | 1 | $85 | SEC filing |
| CURIO WEALTH, LLC | 2026-03-31 | 2 | $170 | SEC filing |
| ALLIANCEBERNSTEIN L.P. | 2026-03-31 | 66,030 | $5.69M | SEC filing |
| Kilter Group LLC | 2026-03-31 | 46 | $3.92K | SEC filing |
| MATHER GROUP, LLC. | 2026-03-31 | 168 | $14.3K | SEC filing |
| UBS Group AG | 2026-03-31 | 301,816 | $25.7M | SEC filing |
| Prestige Wealth Management Group LLC | 2026-03-31 | 4 | $341 | SEC filing |
| Schonfeld Strategic Advisors LLC | 2026-03-31 | 3,163 | $269K | SEC filing |
| VOYA INVESTMENT MANAGEMENT LLC | 2026-03-31 | 9,349 | $796K | SEC filing |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 40,953 | Not shown | SEC filing |
| Clark Wealth Partners | 2026-03-31 | 264 | $22.5K | SEC filing |
| AMERIPRISE FINANCIAL INC | 2026-03-31 | 708,489 | $60.3M | SEC filing |
| Virtu Financial LLC | 2026-03-31 | 3,009 | Not shown | SEC filing |
| Advisors Asset Management, Inc. | 2026-03-31 | 546 | $46.5K | SEC filing |
| GTS SECURITIES LLC | 2026-03-31 | 5,903 | $502K | SEC filing |
| Pallas Capital Advisors LLC | 2026-03-31 | 4,253 | $362K | SEC filing |
| HARBOUR INVESTMENTS, INC. | 2026-03-31 | 102 | $8.68K | SEC filing |
| Essential Partners LLC | 2026-03-31 | 975 | $83K | SEC filing |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2026-03-31 | 15,401 | $1.31M | SEC filing |
| STIFEL FINANCIAL CORP | 2026-03-31 | 7,144 | $608K | SEC filing |
- Each value is checked against Axos Financial, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Axos Financial, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Axos Financial, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-02-06 · COURT JAMES JOHN: Larger than 9 of the 10 other insider sales of Common Stock on file. SEC filing
- 2026-02-04 · Garrabrants Gregory: Larger than all 10 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-08 | Constantine Thomas M · Other | Common Stock | S — Open market or private sale | −1,994 | 88.55 | SEC filing |
| 2026-05-19 | Watson Michael James · Other | Common Stock | S — Open market or private sale | −1,653 | 83.77 | SEC filing |
| 2026-05-08 | Santi Roque A · Director | Common Stock | S — Open market or private sale | −500 | 87.77 | SEC filing |
| 2026-02-17 | Nick Mosich · Director | Common Stock | S — Open market or private sale | −1,275 | 98.00 | SEC filing |
| 2026-02-11 | Nick Mosich · Director | Common Stock | S — Open market or private sale | −1,000 | 97.00 | SEC filing |
| 2026-02-06 | Walsh Derrick · EVP, Chief Financial Officer | Common Stock | S — Open market or private sale | −4,846 | 101.21 | SEC filing |
| 2026-02-06 | COURT JAMES JOHN · Director | Common Stock | S — Open market or private sale | −11,163 | 101.01 | SEC filing |
| 2026-02-06 | Constantine Thomas M · Other | Common Stock | S — Open market or private sale | −3,260 | 100.00 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-12 | Argalas James S · Director | Common Stock | G — Bona fide gift | −2,100 | SEC filing |
| 2026-03-20 | MATSUMOTO RAYMOND D · EVP, Chief Operating Officer | Restricted Stock Units | M — Exercise or conversion of derivative security | −1,621 | SEC filing |
| 2026-03-20 | Walsh Derrick · EVP, Chief Financial Officer | Restricted Stock Units | M — Exercise or conversion of derivative security | −1,360 | SEC filing |
| 2026-03-20 | Tolla John Charles · EVP, Chief Risk Officer | Common Stock | M — Exercise or conversion of derivative security | +2,943 | SEC filing |
| 2026-03-20 | Constantine Thomas M · EVP, Chief Credit Officer | Restricted Stock Units | M — Exercise or conversion of derivative security | −1,124 | SEC filing |
| 2026-03-20 | Swanson Brian D · President, Consumer Bank | Common Stock | M — Exercise or conversion of derivative security | +2,943 | SEC filing |
| 2026-03-20 | GILL ANN · SVP, Chief Accounting Officer | Common Stock | M — Exercise or conversion of derivative security | +601 | SEC filing |
| 2026-03-20 | GILL ANN · SVP, Chief Accounting Officer | Restricted Stock Units | M — Exercise or conversion of derivative security | −601 | SEC filing |
Showing 8 of 25 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-20 | Walsh Derrick · EVP, Chief Financial Officer | Common Stock | D — Disposition to the issuer | −733 | SEC filing |
| 2026-03-20 | MATSUMOTO RAYMOND D · EVP, Chief Operating Officer | Common Stock | D — Disposition to the issuer | −874 | SEC filing |
| 2026-03-20 | Swanson Brian D · President, Consumer Bank | Common Stock | D — Disposition to the issuer | −1,587 | SEC filing |
| 2026-03-20 | Tolla John Charles · EVP, Chief Risk Officer | Common Stock | D — Disposition to the issuer | −634 | SEC filing |
| 2026-03-20 | THIELE CANDACE L · EVP, Chief Administrative Offi | Common Stock | D — Disposition to the issuer | −217 | SEC filing |
| 2026-03-20 | Crow David M · EVP, Head of Clearing | Common Stock | D — Disposition to the issuer | −200 | SEC filing |
| 2026-03-20 | Watson Michael James · EVP, Head of Axos Securities | Common Stock | D — Disposition to the issuer | −491 | SEC filing |
| 2026-03-20 | GILL ANN · SVP, Chief Accounting Officer | Common Stock | D — Disposition to the issuer | −323 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.