FRED ALGER MANAGEMENT, LLC

Position in AX — Axos Financial, Inc.

CIK 3520 NEW YORK, NY

Position in AX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,053,709

-$1,654,159 QoQ

Shares Held

35,888

-34.3% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Financial Services · as of Jun 30, 2026

FRED ALGER MANAGEMENT, LLC holds $16,882,396 across 3 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)
1	BAP	Credicorp Ltd	15,433	$6,012,388
2	NU	Nu Holdings Ltd.	412,350	$5,508,996
3	FITB	Fifth Third Bancorp	95,104	$5,361,012

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,053,709	35,888	-34.3%	Shares	Sole	2026-05-15
2025-12-31	$4,707,868	54,641	-23.5%	Shares	Sole	2026-02-17
2025-09-30	$6,047,480	71,441	-26.1%	Shares	Sole	2025-11-14
2025-06-30	$7,346,680	96,616	+1266.6%	Shares	Sole	2025-08-14
2025-03-31	$456,156	7,070	0.0%	Shares	Sole	2025-05-16
2024-12-31	$493,839	7,070	-94.8%	Shares	Sole	2025-02-14
2023-09-30	$5,118,141	135,186	-2.0%	Shares	Sole	2023-11-14
2023-06-30	$5,439,485	137,918	-4.7%	Shares	Sole	2023-08-14
2023-03-31	$5,342,138	144,695	-86.8%	Shares	Sole	2023-05-16
2022-12-31	$41,868,289	1,095,455	-6.7%	Shares	Sole	2023-02-14
2022-09-30	$40,191,907	1,174,172	+10.8%	Shares	Sole	2022-11-15
2022-06-30	$38,008,062	1,060,197	+15.2%	Shares	Sole	2022-08-15
2022-03-31	$42,698,330	920,421	-15.4%	Shares	Sole	2022-05-16
2021-12-31	$60,799,496	1,087,453	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$55,992,282	1,086,385	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$50,217,917	1,082,516	+14.4%	Shares	Sole	2021-08-16
2021-03-31	$44,487,584	946,343	+106.2%	Shares	Sole	2021-05-17
2020-12-31	$17,226,870	459,016	-14.8%	Shares	Sole	2021-02-16
2020-09-30	$12,561,968	538,909	+83.8%	Shares	Sole	2020-11-13
2020-06-30	$6,473,833	293,199	-4.3%	Shares	Sole	2020-08-14
2020-03-31	$5,553,889	306,337	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.