BerganKDV Wealth Management, LLC - AXOS FINANCIAL INC ownership

AXOS FINANCIAL INC's ticker is AX and the CUSIP is 05465C100. A total of 238 filers reported holding AXOS FINANCIAL INC in Q4 2020. The put-call ratio across all filers is 0.31 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 Q4 2020
NameSharesValueWeighting ↓
SHAKER INVESTMENTS LLC/OH 645,602$11,705,00010.03%
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1,132,069$20,524,0002.40%
Pembroke Management, LTD 668,945$12,128,0001.92%
S&T BANK/PA 318,203$5,769,0001.59%
Stieven Capital Advisors, L.P. 297,497$5,394,0001.58%
Voss Capital, LLC 130,000$1,158,0001.55%
RICE HALL JAMES & ASSOCIATES, LLC 1,140,691$20,681,0001.16%
FORMULA GROWTH LTD 317,375$5,754,0001.10%
Ridgewood Investments LLC 59,921$1,086,0001.10%
Rosenthal {-} Henry Capital Advisors, Inc. 35,212$638,393,0000.85%
View complete list of AXOS FINANCIAL INC shareholders