Jefferies Group's AX Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 5,739 shares of Axos Financial, Inc. (AX) worth $488,332, representing 0.00% of the portfolio. First purchased in 2022-Q4, this short-term holding has been held for 7 quarters.
Based on 13F filings, Jefferies Group has maintained this position in AX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2024, adding 37,800 shares. Largest reduction occurred in Q4 2024, reducing 37,800 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Axos Financial (AX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Axos Financial (AX) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +5,739 | New Buy | 5,739 | $85.09 |
| Q4 2024 | -37,800 | Sold Out | 0 | $0.00 |
| Q3 2024 | +37,800 | New Buy | 37,800 | $62.88 |
| Q1 2024 | -20,600 | Sold Out | 0 | $0.00 |
| Q4 2023 | +20,600 | New Buy | 20,600 | $54.60 |
| Q1 2023 | -9,724 | Sold Out | 0 | $0.00 |
| Q4 2022 | +9,724 | New Buy | 9,724 | $38.22 |
Jefferies Group's Axos Financial Investment FAQs
Jefferies Group first purchased Axos Financial, Inc. (AX) in Q4 2022, acquiring 9,724 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Axos Financial, Inc. (AX) for 7 quarters since Q4 2022.
Jefferies Group's largest addition to Axos Financial, Inc. (AX) was in Q3 2024, adding 37,800 shares worth $2.38 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 5,739 shares of Axos Financial, Inc. (AX), valued at approximately $488,332.
As of the Q1 2026 filing, Axos Financial, Inc. (AX) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Axos Financial, Inc. (AX) was 37,800 shares, as reported at the end of Q3 2024.