Axos Financial, Inc.· AX

🇺🇸 US · MidSP600NYSE

Financial ServicesBanks - RegionalWebsite

Price: $105.10
Day: +1.39%
Mkt Cap: $5.98B
52W Range: $74.89 – $105.74
Volume: 229.5K
Beta: 1.23

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Axos Financial, Inc.

AX|Financial Services|Banks - Regional

Current price: $105

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$43.9K

Net share flow-500

Purchases0 ($0)

Sales1 ($43.9K)

Top Notable Transactions

Insider

Type

Value

Date

Garrabrants Gregory

Sale

$8.7M

Nov 6

Garrabrants Gregory

Sale

$4.3M

Feb 4

Garrabrants Gregory

Sale

$3.9M

Aug 3

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership83.8%

13F share flow+2.2%

Investors holding394

+242 adding-181 reducing

192

136

New 50Inc 192Red 136Closed 45

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$708.1M

-0.1%

STATE STREET CORP

$239.7M

+4.5%

AMERICAN CENTURY COMPANIES INC

$213.6M

+1.4%

FMR LLC

$207.4M

+30.3%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting136

Total shares held18.2M

Share flow-21.1%

31 buying36 selling

Buying 31Unchanged 69Selling 36

Top Fund Holders

Fund

Weight

Change

Fidelity Rutland Square Trust II

1.6M

0.12%

+353.8K

FIDELITY CONCORD STREET TRUST

486.3K

0.18%

+2.5K

SCHWAB STRATEGIC TRUST

389.7K

0.12%

-10.9K

FPA FUNDS TRUST

323.3K

9.94%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore AX on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

AX Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.6/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

+48

Fund Flow

10% weight

Overall Smart Money sentiment of 3.6/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for AX

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

1 sale totaling $43.9K (500 shares)

Share volume is well below the historical pace (0.0x average), insiders are holding more

Buying seen in 1 of 7 quarters

Steady selling pace across recent quarters

Notable Recent Transactions, AX

Top 8 highest-value recent insider trades

Garrabrants Gregory

CEO

Sell

106,000 shares at $82.01

Nov 6, 2024$8.69M

Garrabrants Gregory

CEO

Sell

43,294 shares at $99.10

Feb 4, 2026$4.29M

Garrabrants Gregory

CEO

Sell

85,312 shares at $45.36

Aug 3, 2023$3.87M

Garrabrants Gregory

CEO

Sell

62,356 shares at $45.15

Aug 2, 2023$2.82M

Micheletti Andrew J

Officer

Sell

39,000 shares at $62.35

Sep 10, 2024$2.43M

Garrabrants Gregory

CEO

Sell

48,356 shares at $45.60

Aug 4, 2023$2.21M

Grinberg Paul

Director

Sell

30,000 shares at $68.09

May 5, 2025$2.04M

Garrabrants Gregory

CEO

Sell

40,000 shares at $45.53

Aug 1, 2023$1.82M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for AX

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

83.8% institutional ownership

Slight accumulation: 242 adding vs 181 reducing

13F shares increased by 3.6%, a notable change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+71 growing-329 shrinkingNet: -258

299

New (18)

Increased (53)

Reduced (30)

Closed (299)

Top Institutional Holders, AX

Largest 8 institutional positions by ownership percentage as of Q2 2026

WASATCH ADVISORS LP

515.6K

$50.2M

Ownership

0.91%

-16.4%

BOSTON PARTNERS

433.6K

$42.3M

Ownership

0.77%

+5.0%

PRINCIPAL FINANCIAL GROUP INC

362.7K

$35.3M

Ownership

0.64%

+2.5%

SHAKER INVESTMENTS LLC/OH

356.4K

$34.7M

Ownership

0.63%

-3.3%

KESTREL INVESTMENT MANAGEMENT CORP

95.2K

$9.3M

Ownership

0.17%

No change

ENVESTNET ASSET MANAGEMENT INC

80.6K

$7.9M

Ownership

0.14%

+4.0%

CITIGROUP INC

67.7K

$6.6M

Ownership

0.12%

+21.5%

KORNITZER CAPITAL MANAGEMENT INC /KS

53.9K

$5.2M

Ownership

0.10%

+100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 136 ETFs and mutual funds reporting

31 buying36 sellingNet: -5

Buying (31)

Unchanged (69)

Selling (36)

Neutral

Mixed fund activity in Q2 2026

136 ETFs and mutual funds reporting

31 buying vs 36 selling (balanced)

Top Fund Holders, AX

Largest 8 ETF and mutual fund positions by shares held as of latest filing

Fidelity Rutland Square Trust II

1.6M

Weight

0.12%

Increased

FIDELITY CONCORD STREET TRUST

486.3K

Weight

0.18%

Increased

SCHWAB STRATEGIC TRUST

389.7K

Weight

0.12%

Decreased

FPA FUNDS TRUST

323.3K

Weight

9.94%

No change

Invesco Exchange-Traded Fund Trust II

86.9K

Weight

0.03%

Increased

RBB FUND, INC.

67.9K

Weight

0.04%

Increased

North Square Investments Trust

53.0K

Weight

0.09%

Decreased

JPMORGAN TRUST II

47.7K

Weight

0.00%

No change

Axos Financial, Inc.· AX

Holdings Analysis

Insider Trading Activity

1.3Transaction History60Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings92Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History60Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings92Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights