WELLINGTON MANAGEMENT GROUP LLP

Position in AX — Axos Financial, Inc.

CIK 902219 Boston, MA

Back to AX Full portfolio

Position in AX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$45,830,370

-$25,462,541 QoQ

Shares Held

470,586

-43.8% QoQ

Ownership

0.829%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#19

of 381 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in AX Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $16,129,309,862 across 126 Banks - Regional names. AX ranks #57 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	9,801,881	$2,332,945,693
2	HBAN	Huntington Bancshares Inc /Md/	122,300,772	$2,168,392,684
3	FITB	Fifth Third Bancorp	23,653,758	$1,333,362,335
4	PNFP	Pinnacle Financial Partners, Inc.	11,141,397	$1,123,944,126
5	RF	Regions Financial Corp	20,992,390	$633,970,178
6	TFC	Truist Financial Corp	8,985,087	$447,637,033
7	COLB	Columbia Banking System, Inc.	11,686,430	$374,550,079
8	WAL	Western Alliance Bancorporation	4,389,690	$360,832,517

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	$45,830,370	470,586	-43.8%	Shares	Defined	2026-08-14
2026-03-31	$71,292,911	837,853	+58.6%	Shares	Defined	2026-05-15
2025-12-31	$45,518,328	528,300	+18.6%	Shares	Defined	2026-02-17
2025-09-30	$37,704,125	445,412	+18.1%	Shares	Defined	2025-11-14
2025-06-30	$28,672,098	377,066	-0.0%	Shares	Defined	2025-08-14
2025-03-31	$24,329,137	377,079	-41.2%	Shares	Defined	2025-05-13
2024-12-31	$44,791,382	641,251	-20.4%	Shares	Defined	2025-02-12
2024-09-30	$50,669,207	805,808	+0.0%	Shares	Defined	2024-11-14
2024-06-30	$46,051,698	805,804	+11.5%	Shares	Defined	2024-08-14
2024-03-31	$39,051,789	722,646	+236.2%	Shares	Defined	2024-05-15
2023-12-31	$11,736,270	214,950	+162.7%	Shares	Defined	2024-02-12
2023-09-30	$3,098,348	81,837	0.0%	Shares	Defined	2023-11-14
2023-06-30	$3,227,651	81,837	-32.4%	Shares	Defined	2023-08-14
2023-03-31	$4,466,397	120,975	-9.6%	Shares	Defined	2023-05-12
2022-12-31	$5,114,676	133,822	+8.0%	Shares	Defined	2023-02-13
2022-09-30	$4,242,089	123,929	-0.9%	Shares	Defined	2022-11-14
2022-06-30	$4,484,870	125,101	-1.6%	Shares	Defined	2022-08-15
2022-03-31	$5,899,462	127,171	-3.3%	Shares	Defined	2022-05-16
2021-12-31	$7,350,655	131,473	-39.1%	Shares	Defined	2022-02-11
2021-09-30	$11,121,610	215,786	-2.2%	Shares	Defined	2021-11-15
2021-06-30	$10,235,999	220,651	+24.9%	Shares	Defined	2021-08-16
2021-03-31	$8,305,538	176,676	-25.3%	Shares	Defined	2021-05-17
2020-12-31	$8,880,911	236,635	-31.8%	Shares	Defined	2021-02-12
2020-09-30	$8,093,278	347,202	+14.4%	Shares	Defined	2020-11-16
2020-06-30	$6,701,743	303,521	+14.2%	Shares	Defined	2020-08-14
2020-03-31	$4,819,987	265,857	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.