BOFI Holding Inc

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BOFI Holding Inc
TickerAX
CIK #0001299709
CUSIP05465C100
SectorFinance - Savings Institution, Federally Chartered
Address12777 High Bluff Drive Suite #100, San Diego, CA 92130
Source [EDGAR]
CIK Filing 2011 - 2025
[0001299709] 10-K
[0001299709] 10-Q
[0001299709] 3
[0001299709] 4
[0001299709] 5
[0001299709] 8-K
[0001299709] D
[0001299709] SC 13D
[0001299709] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
State Street Corp AXOS Financial Inc [2025-08-11] 0.0
State Street Corp AXOS Financial Inc [2024-01-24] 6.07
BlackRock Inc AXOS Financial Inc [2019-01-24] 14.0
Ameriprise Financial Inc BOFI Holding Inc [2017-02-10] 5.12
Victory Capital Management Inc BOFI Holding Inc [2016-02-12] 5.81
Vanguard Group Inc BOFI Holding Inc [2016-02-10] 5.72
FMR LLC BOFI Holding Inc [2015-02-13] 0.0
Renaissance Technologies LLC BOFI Holding Inc [2014-02-13] 5.3
BlackRock Inc BOFI Holding Inc [2014-01-28] 6.5
Shaker Investments Llc/Oh BOFI Holding Inc [2013-04-18] 3.51
[2012-11-14] None
Chipman First Family Limited Partnership BOFI Holding Inc [2012-02-07] 6.28
Shaker Investments Llc/Oh BOFI Holding Inc [2012-01-26] 5.83
Form 3/4/5 Filer 2011 - 2025
Axos Financial, Inc.
Argalas James S
Micheletti Andrew J
Garrabrants Gregory
Constantine Thomas M
Grinberg Paul
Watson Michael James
Park David X
Matsumoto Raymond D
Bar-Adon Eshel
Swanson Brian D
Tolla John Charles
Walsh Derrick
Gill Ann
Thiele Candace L
Crow David M
Wardell-Smith Sara
Nick Mosich
Dada Uzair
Court James John
Carter Stefani D
Bohlig Tamara N
Santi Roque A
Ratinoff Edward James
Pitters Ron
Sime Jeffrey
Black J Brandon
Hughes Wesley T
Fraser James A
Burke John Gary
Allrich Theodore C
Englert Jerry F
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock, Inc. [2025-06-30] SOLE 7,797,058 7,963,974
Vanguard Group Inc [2025-06-30] SOLE 0 5,832,820
State Street Corp [2025-06-30] DFND 373,052 2,652,478
American Century Companies Inc [2025-06-30] DFND 2,346,724 2,378,121
Dimensional Fund Advisors LP [2025-06-30] SOLE 2,093,239 2,169,959
Geode Capital Management LLC [2025-06-30] DFND 1,521,624 1,521,624
Davis Asset Management, L.P. [2025-06-30] SOLE 1,457,219 1,457,219
Wasatch Advisors LP [2025-06-30] SOLE 714,602 909,055
Ameriprise Financial Inc [2025-06-30] DFND 0 740,652
Northern Trust Corp [2025-06-30] DFND 648,185 650,773
Charles Schwab Investment Management Inc [2025-06-30] SOLE 644,535 644,574
Morgan Stanley [2025-06-30] DFND 451,393 599,903
Citadel Advisors LLC [2025-06-30] DFND 597,101 597,101
Emerald Advisers LLC [2025-06-30] SOLE 414,132 553,591
Nuveen, LLC [2025-06-30] DFND 517,134 517,848
Geneva Capital Management LLC [2025-06-30] SOLE 453,219 475,018
Shaker Investments Llc/Oh [2025-06-30] SOLE 97,796 410,372
Millennium Management LLC [2025-06-30] SOLE 396,654 396,654
JARISLOWSKY, FRASER Ltd [2025-06-30] SOLE 386,660 386,660
Bank of New York Mellon Corp [2025-06-30] DFND 356,506 384,450
Wellington Management Group LLP [2025-06-30] DFND 0 377,066
Loomis Sayles & Co L P [2025-06-30] DFND 331,258 364,970
Emerald Mutual Fund Advisers Trust [2025-06-30] SOLE 364,026 364,026
Bragg Financial Advisors Inc [2025-06-30] SOLE 323,282 354,072
Boston Partners [2025-06-30] DFND 327,381 345,015
Principal Financial Group Inc [2025-06-30] DFND 327,788 327,788
Goldman Sachs Group Inc [2025-06-30] DFND 293,206 295,436
Susquehanna International Group LLP [2025-06-30] OTR 98,625 293,125
Stieven Capital Advisors LP [2025-06-30] SOLE 284,059 284,059
JPMorgan Chase & Co [2025-06-30] DFND 201,635 279,974
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