A detailed history of Osterweis Capital Management Inc transactions in Axos Financial, Inc. stock. As of the latest transaction made, Osterweis Capital Management Inc holds 141,955 shares of AX stock, worth $11.2 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
141,955
Previous 84,960 67.08%
Holding current value
$11.2 Million
Previous $6.46 Million 86.01%
% of portfolio
0.76%
Previous 0.42%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$78.32 - $92.31 $4.46 Million - $5.26 Million
56,995 Added 67.08%
141,955 $12 Million
Q2 2025

Aug 14, 2025

BUY
$56.36 - $76.85 $4.79 Million - $6.53 Million
84,960 New
84,960 $6.46 Million
Q3 2019

Nov 14, 2019

SELL
$24.31 - $29.48 $3.05 Million - $3.7 Million
-125,655 Closed
0 $0
Q2 2019

Aug 14, 2019

SELL
$25.75 - $33.12 $2.03 Million - $2.61 Million
-78,880 Reduced 38.57%
125,655 $3.42 Million
Q1 2019

May 15, 2019

BUY
$25.05 - $33.21 $226,702 - $300,550
9,050 Added 4.63%
204,535 $5.92 Million
Q4 2018

Feb 14, 2019

SELL
$24.43 - $36.09 $1.59 Million - $2.34 Million
-64,885 Reduced 24.92%
195,485 $4.92 Million
Q3 2018

Nov 13, 2018

BUY
$33.99 - $42.78 $8.85 Million - $11.1 Million
260,370 New
260,370 $8.95 Million

Others Institutions Holding AX

About Axos Financial, Inc.


  • Ticker AX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 59,970,800
  • Market Cap $4.74B
  • Description
  • Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...
More about AX
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