Quarter-end position / Version 1 · published

AXOS FINANCIAL INC.

Reporting manager / owner
AQR CAPITAL MANAGEMENT LLC
Relationship
Associated institution
Record date
2026-03-31
Date meaning
Original Form 13F report period
CUSIP / security class
05465C100 / COM
Quantity
234,747 shares
Reported value / amount
$19,974,622
Weight / denominator
0.009147% · Calculated: issuer/class value divided by the complete original reported table; not personal wealth
Quarter-end reported price
Not disclosed; not purchase cost
Derived value per reported unit
85.089999; reported value ÷ quantity, not observed market price
Source-reported activity
Not disclosed
Coverage
Complete original information table grouped by CUSIP and security class
Reviewed by
DeepSeek AI
Published
22 Oct 2026

Original regulatory disclosure; 7 original filing line(s) grouped within this issuer/class. Absence from a disclosed table is not private account verification.

Reporting-entity association

Original filing attribution · 7 line(s)

Reporting manager: AQR CAPITAL MANAGEMENT LLC. 13F COMBINATION REPORT. These are reported investment-discretion relationships, not proof of beneficial ownership or a personal account. Each original line is counted once, including lines naming multiple managers.

Other included managers: 1 / Petros Family Wealth, LLC · CIK 0002004963; 2 / KEB ASSET MANAGEMENT, LLC · CIK 0001903035; 3 / AQR Capital Management Holdings, LLC · CIK 0001633376; 4 / RF&L WEALTH MANAGEMENT, LLC · CIK 0001965915; 5 / Prism Planning Partners LLC · CIK 0002110534; 6 / Compound Planning, Inc. · CIK 0001978879; 7 / DOPKINS WEALTH MANAGEMENT, LLC · CIK 0001904152; 8 / Arax Advisory Partners · CIK 0001586767; 9 / Alaska Permanent Fund Corp · CIK 0001582681; 10 / GuideStone Capital Management, LLC · CIK 0001308668; 11 / HALBERT HARGROVE GLOBAL ADVISORS, LLC · CIK 0001484205; 12 / Stokes Family Office, LLC · CIK 0001802278; 13 / NATIONAL MUTUAL FUNDS MANAGEMENT LTD · CIK 0001966440.

Managers reporting holdings elsewhere: AQR Arbitrage LLC · CIK 0001167456. Those other reports are not included in this table’s total.

ORIGINAL LINEREPORTED QUANTITY / VALUEOTHER MANAGER / DISCRETIONVOTING AUTHORITY
2,2203,779 shares$321,555Arax Advisory Partners · CIK 0001586767Original field: 8 · Discretion: OTRSole 3,779Shared 0 · None 0
2,221912 shares$77,602Stokes Family Office, LLC · CIK 0001802278Original field: 12 · Discretion: OTRSole 912Shared 0 · None 0
2,2221,642 shares$139,718HALBERT HARGROVE GLOBAL ADVISORS, LLC · CIK 0001484205Original field: 11 · Discretion: OTRSole 1,642Shared 0 · None 0
2,223228,366 shares$19,431,663No included manager referencedOriginal field: Not stated · Discretion: DFNDSole 213,318Shared 0 · None 15,048
2,22426 shares$2,212Petros Family Wealth, LLC · CIK 0002004963Original field: 1 · Discretion: OTRSole 26Shared 0 · None 0
2,2258 shares$681RF&L WEALTH MANAGEMENT, LLC · CIK 0001965915Original field: 4 · Discretion: OTRSole 8Shared 0 · None 0
2,22614 shares$1,191Compound Planning, Inc. · CIK 0001978879Original field: 6 · Discretion: OTRSole 14Shared 0 · None 0

Read the full editorial review note ↗

Copy a dated citation ↗

Sources.

AQR CAPITAL MANAGEMENT LLC — 13F-HR — 2026-03-31 · U.S. SEC EDGAR · Published 15 May 2026 · Collected 22 Oct 2026 · Evidence details ↗

Version history.

Version 1 · published · 22 Oct 2026 · Full review note

Suggest a correction ↗

Copy a dated citation.

If copying is unavailable, select the text above and copy it manually.