First Eagle Investment Management, LLC

Position in AX — Axos Financial, Inc.

CIK 1325447 NEW YORK, NY

Position in AX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$20,774,455

+$6,767,621 QoQ

Shares Held

213,312

+29.6% QoQ

Ownership

0.376%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#40

of 381 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

First Eagle Investment Management, LLC holds $1,227,690,333 across 14 Banks - Regional names. AX ranks #8 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	9,123,058	$551,032,702
2	CFR	Cullen/Frost Bankers, Inc.	2,777,658	$429,203,714
3	LYG	Lloyds Banking Group plc	7,001,757	$40,820,243
4	ABCB	Ameris Bancorp	328,929	$29,689,131
5	ITUB	Itau Unibanco Holding S.A.	3,536,156	$28,890,394
6	ONB	Old National Bancorp /In/	986,998	$25,563,248
7	SBCF	Seacoast Banking Corp Of Florida	647,565	$21,531,536
8	AX	Axos Financial, Inc. This page	213,312	$20,774,455

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,774,455	213,312	+29.6%	Shares	Sole	2026-08-05
2026-03-31	$14,006,834	164,612	+15.7%	Shares	Sole	2026-05-14
2025-12-31	$12,259,447	142,287	+1.8%	Shares	Sole	2026-02-04
2025-09-30	$11,829,667	139,748	+3.4%	Shares	Sole	2025-11-12
2025-06-30	$10,278,478	135,172	-16.7%	Shares	Sole	2025-08-06
2025-03-31	$10,469,789	162,272	-19.6%	Shares	Sole	2025-05-12
2024-12-31	$14,093,774	201,772	-1.8%	Shares	Sole	2025-02-10
2024-09-30	$12,913,791	205,372	-3.8%	Shares	Sole	2024-11-12
2024-06-30	$12,205,639	213,572	+13.9%	Shares	Sole	2024-08-12
2024-03-31	$10,136,390	187,572	+7.2%	Shares	Sole	2024-05-09
2023-12-31	$9,550,741	174,922	+59.0%	Shares	Sole	2024-02-08
2023-09-30	$4,163,956	109,983	+44.4%	Shares	Sole	2023-11-08
2023-06-30	$3,003,671	76,158	+407.6%	Shares	Sole	2023-08-09
2023-03-31	$553,910	15,003	-62.5%	Shares	Sole	2023-05-11
2022-12-31	$1,528,914	40,003	-37.5%	Shares	Sole	2023-02-09
2022-09-30	$2,189,727	63,971	-25.2%	Shares	Sole	2022-11-10
2022-06-30	$3,064,135	85,471	+76.2%	Shares	Sole	2022-08-10
2022-03-31	$2,250,564	48,514	+155.8%	Shares	Sole	2022-05-11
2021-12-31	$1,060,500	18,968	+378.0%	Shares	Sole	2022-02-10
2021-09-30	$204,510	3,968	+416.7%	Shares	Sole	2021-11-10
2021-06-30	$35,627	768	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.