BerganKDV Wealth Management, LLC - AXOS FINANCIAL INC ownership

AXOS FINANCIAL INC's ticker is AX and the CUSIP is 05465C100. A total of 263 filers reported holding AXOS FINANCIAL INC in Q3 2023. The put-call ratio across all filers is 3.72 and the average weighting 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of AXOS FINANCIAL INC
ValueSharesWeighting
Q2 2023$26,070
-96.8%
661
-97.0%
0.00%
-96.4%
Q1 2023$805,595
-2.0%
21,820
+1.5%
0.08%
-6.7%
Q4 2022$821,998
+30.3%
21,507
+16.6%
0.09%
+17.1%
Q3 2022$631,000
-2.0%
18,443
+2.6%
0.08%
+2.7%
Q2 2022$644,000
-16.6%
17,973
+8.0%
0.07%
-10.8%
Q1 2022$772,000
-8.0%
16,647
+11.0%
0.08%
-5.7%
Q4 2021$839,000
+15.4%
15,002
+6.4%
0.09%
+7.3%
Q3 2021$727,000
+9.8%
14,102
-1.2%
0.08%
+3.8%
Q2 2021$662,000
+0.8%
14,271
+2.1%
0.08%
-6.0%
Q1 2021$657,000
+24.7%
13,979
-0.5%
0.08%
+13.5%
Q4 2020$527,000
+60.7%
14,049
-0.3%
0.07%
+42.3%
Q3 2020$328,000
+3.5%
14,088
-1.9%
0.05%
-3.7%
Q2 2020$317,000
+21.5%
14,368
-0.1%
0.05%
+1.9%
Q1 2020$261,00014,3880.05%
Other shareholders
AXOS FINANCIAL INC shareholders Q3 2023
NameSharesValueWeighting ↓
SHAKER INVESTMENTS LLC/OH 475,030$17,538,1089.80%
Orchard Capital Management, LLC 321,750$11,879,0103.97%
Stieven Capital Advisors, L.P. 375,633$13,868,3703.63%
Gator Capital Management, LLC 106,080$3,916,4743.04%
Davis Asset Management, L.P. 1,200,000$44,304,0002.84%
Redwood Investments, LLC 387,823$14,318,4251.83%
Pembroke Management, LTD 448,583$16,561,6841.81%
RICE HALL JAMES & ASSOCIATES, LLC 617,821$22,809,9511.30%
S&T BANK/PA 170,174$6,2831.13%
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 427,179$15,771,4491.10%
View complete list of AXOS FINANCIAL INC shareholders