OSTERWEIS CAPITAL MANAGEMENT INC
Position in AX — Axos Financial, Inc.
CIK 1007524
SAN FRANCISCO, CA
Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,136,062
+$2,203,426 QoQ
Shares Held
165,685
+1.2% QoQ
Ownership
0.292%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#46
of 381 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $16,270,010 across 3 Banks - Regional names. AX ranks #1 (99.2% of the industry book) .
All Filings in AX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,136,062 | 165,685 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,932,636 | 163,740 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,293,739 | 142,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,016,490 | 141,955 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,460,358 | 84,960 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||