SEC 13F Intelligence

Pembroke Management, Ltd / BB4

Pembroke Management, Ltd’s Axos Financial Inc Position

Does Pembroke Management, Ltd own Axos Financial Inc (BB4)? Yes148.6K shares worth $13M (+1.83% of its 13F portfolio) as of Q1 2026, down from 288.6K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
148.6K
% of Portfolio
+1.83%
Quarters Held
29
currently held

Position History BB4

Reported value by quarter
Q1 ’19: $26MQ1 ’19Q2 ’19: $23MQ3 ’19: $24MQ4 ’19: $26MQ1 ’20: $12MQ1 ’20Q2 ’20: $14MQ3 ’20: $13MQ4 ’20: $18MQ1 ’21: $24MQ1 ’21Q2 ’21: $23MQ3 ’21: $26MQ4 ’21: $27MQ1 ’22: $23MQ1 ’22Q2 ’22: $18MQ3 ’22: $17MQ4 ’22: $18MQ1 ’23: $17MQ1 ’23Q2 ’23: $17MQ3 ’23: $13MQ4 ’23: $19MQ1 ’24: $18MQ1 ’24Q2 ’24: $18MQ3 ’24: $15MQ4 ’24: $18MQ1 ’25: $18MQ1 ’25Q2 ’25: $20MQ3 ’25: $22MQ4 ’25: $25MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026148.6K$13M+1.83%
Q4 2025288.6K$25M+2.57%
Q3 2025261.5K$22M+2.20%
Q2 2025267.0K$20M+2.46%
Q1 2025274.6K$18M+2.58%
Q4 2024258.3K$18M+2.25%
Q3 2024239.9K$15M+1.92%
Q2 2024308.9K$18M+2.37%
Q1 2024335.8K$18M+2.14%
Q4 2023346.9K$19M+2.35%
Q3 2023355.5K$13M+1.84%
Q2 2023429.6K$17M+1.83%
Q1 2023448.6K$17M+1.81%
Q4 2022480.5K$18M+1.96%
Q3 2022487.3K$17M+1.85%
Q2 2022496.2K$18M+1.84%
Q1 2022499.4K$23M+1.94%
Q4 2021490.1K$27M+2.01%
Q3 2021499.0K$26M+1.94%
Q2 2021497.8K$23M+1.81%
Q1 2021508.4K$24M+1.99%
Q4 2020469.7K$18M+1.48%
Q3 2020577.4K$13M+1.47%
Q2 2020625.8K$14M+1.62%
Q1 2020668.9K$12M+1.93%
Q4 2019847.3K$26M+2.18%
Q3 2019850.9K$24M+2.56%
Q2 2019862.0K$23M+2.48%
Q1 2019881.6K$26M+2.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pembroke Management, Ltd’s full portfolio or all institutional holders of BB4.