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Boston Partners

Position in AX — Axos Financial, Inc.

CIK 1386060 BOSTON, MA

Position in AX

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$42,232,879
+$7,077,777 QoQ
Shares Held
433,647
+5.0% QoQ
Ownership
0.764%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#21
of 381 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 91% Shared 0% None 9%

Common Shares in AX Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Boston Partners holds $2,763,542,865 across 55 Banks - Regional names. AX ranks #10 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in AX

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $42,232,879 433,647
2026-03-31 $35,155,102 413,152
2025-12-31 $30,093,360 349,273
2025-09-30 $32,174,786 380,092
2025-03-31 $32,570,662 504,815
2024-12-31 $29,831,885 427,085