Algert Global LLC’s Axos Financial Inc Position
Does Algert Global LLC own Axos Financial Inc (AX)? Yes — 191.8K shares worth $16M (+0.25% of its 13F portfolio) as of Q1 2026, down from 346.8K shares the prior filed quarter.
Position Value
$16M
Q1 2026
Shares
191.8K
% of Portfolio
+0.25%
Quarters Held
20
currently held
Position History AX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 191.8K | $16M | +0.25% |
| Q4 2025 | 346.8K | $30M | +0.47% |
| Q3 2025 | 329.5K | $28M | +0.47% |
| Q2 2025 | 312.1K | $24M | +0.50% |
| Q1 2025 | 221.7K | $14M | +0.35% |
| Q4 2024 | 173.6K | $12M | +0.29% |
| Q3 2024 | 158.6K | $10M | +0.27% |
| Q2 2024 | 183.4K | $10M | +0.35% |
| Q1 2024 | 166.9K | $9M | +0.35% |
| Q4 2023 | 79.6K | $4M | +0.17% |
| Q3 2023 | 63.9K | $2M | +0.11% |
| Q2 2023 | 68.6K | $3M | +0.12% |
| Q1 2023 | 70.5K | $3M | +0.12% |
| Q4 2022 | 67.7K | $3M | +0.14% |
| Q3 2022 | 83.0K | $3M | +0.17% |
| Q2 2022 | 32.3K | $1M | +0.09% |
| Q1 2022 | 32.3K | $1M | +0.10% |
| Q3 2021 | 4.5K | $230,000 | +0.03% |
| Q3 2019 | 7.6K | $211,000 | +0.08% |
| Q2 2019 | 22.8K | $622,000 | +0.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Algert Global LLC’s full portfolio or all institutional holders of AX.