MORGAN STANLEY

Position in AX — Axos Financial, Inc.

CIK 895421 NEW YORK, NY

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Position in AX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$57,569,463

+$11,312,246 QoQ

Shares Held

591,123

+8.7% QoQ

Ownership

1.04%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#15

of 381 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Common Shares in AX Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,937,324,199 across 309 Banks - Regional names. AX ranks #54 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

All Filings in AX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,569,463	591,123	+8.7%	Shares	Defined	2026-08-13
2026-03-31	$46,257,217	543,627	-3.6%	Shares	Defined	2026-05-15
2025-12-31	$48,584,757	563,890	+18.8%	Shares	Defined	2026-05-27
2025-09-30	$40,189,276	474,770	-20.9%	Shares	Defined	2026-05-27
2025-06-30	$45,616,620	599,903	-1.0%	Shares	Defined	2025-08-15
2025-03-31	$39,094,794	605,933	-14.0%	Shares	Defined	2025-05-15
2024-12-31	$49,218,542	704,632	+1.4%	Shares	Defined	2025-05-15
2024-09-30	$43,676,066	694,594	+3.0%	Shares	Defined	2025-05-14
2024-06-30	$38,535,898	674,294	-1.5%	Shares	Defined	2025-05-14
2024-03-31	$36,992,916	684,547	-10.4%	Shares	Defined	2024-10-17
2023-12-31	$41,715,815	764,026	+13.3%	Shares	Defined	2024-08-16
2023-09-30	$25,534,369	674,442	-0.8%	Shares	Defined	2023-11-15
2023-06-30	$26,813,752	679,862	+0.8%	Shares	Defined	2023-08-14
2023-03-31	$24,893,747	674,262	+17.1%	Shares	Defined	2023-05-15
2022-12-31	$22,010,013	575,877	+5.8%	Shares	Defined	2023-02-14
2022-09-30	$18,636,449	544,448	-9.3%	Shares	Defined	2022-11-14
2022-06-30	$21,530,572	600,574	+99.0%	Shares	Defined	2022-10-27
2022-03-31	$13,997,948	301,745	+3.6%	Shares	Defined	2022-10-27
2021-12-31	$16,288,088	291,327	+4.3%	Shares	Defined	2022-02-14
2021-09-30	$14,395,839	279,314	-11.1%	Shares	Defined	2021-11-15
2021-06-30	$14,583,065	314,358	+49.6%	Shares	Defined	2021-08-23
2021-03-31	$9,876,516	210,094	-7.5%	Shares	Defined	2021-05-17
2020-12-31	$8,523,436	227,110	-26.5%	Shares	Defined	2021-02-16
2020-09-30	$7,202,182	308,974	-5.9%	Shares	Defined	2020-11-13
2020-06-30	$7,248,177	328,269	+1.5%	Shares	Defined	2020-08-14
2020-03-31	$5,863,965	323,440	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.