SEC filings / CIK 1299709
AXOS FINANCIAL, INC.
Savings institution, federally chartered, NV. 14 10-K filer-years in this dataset, the most recent for FY2025, filed Aug 21, 2025. Every figure below is as filed by the company and untouched: FinObservatory has not restated, rescaled or corrected anything, and a blank is a fact the filing does not tag, not a zero.
This is the SEC holding company, identified by its Central Index Key. It is not the insured bank subsidiary that appears in /banks and /deposits, which are FDIC call-report entities on a different consolidation. Nothing here should be compared line for line with those.
Held-to-maturity gap against reported equity
The fair value of the held-to-maturity book minus its carrying amount, divided by the stockholders’ equity the same filing reports. Years marked n/a are years in which the filing does not tag one of the three.
The gap is computable for 6 of this company’s 14 filings.
Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: consolidated USD balance-sheet instants at each filing's own period end, from this company's 10-K submissions with prevrpt = 0. Methodology
Filing history, as filed
| FY | Filed | Assets | Deposits | Equity | AOCI | HTM carrying | HTM fair value | Gap, % of equity | Custom facts |
|---|---|---|---|---|---|---|---|---|---|
| 2025p | Aug 21, 2025 | $24.78bn | $20.83bn | $2.68bn | $348k | n/a | n/a | n/a | 15.2% |
| 2024 | Aug 22, 2024 | $22.86bn | $19.36bn | $2.29bn | -$2.5m | n/a | n/a | n/a | 15.4% |
| 2023 | Aug 29, 2023 | $20.35bn | $17.12bn | $1.92bn | -$6.6m | n/a | n/a | n/a | 15.6% |
| 2022 | Sep 8, 2022 | $17.40bn | $13.95bn | $1.64bn | -$2.9m | n/a | n/a | n/a | 19.5% |
| 2021 | Aug 26, 2021 | $14.27bn | $10.82bn | $1.40bn | $2.5m | n/a | n/a | n/a | 17.4% |
| 2020 | Aug 26, 2020 | $13.85bn | $11.34bn | $1.23bn | -$937k | n/a | n/a | n/a | 19.5% |
| 2019 | Aug 28, 2019 | $11.22bn | $8.98bn | $1.07bn | $16k | n/a | n/a | n/a | 16.9% |
| 2018 | Aug 23, 2018 | $9.54bn | $7.99bn | $960.5m | -$613k | n/a | n/a | n/a | 13.3% |
| 2017 | Aug 24, 2017 | $8.50bn | $6.90bn | $834.2m | $487k | $0 | $0 | 0.0% | 10.9% |
| 2016 | Aug 25, 2016 | $7.60bn | $6.04bn | $683.6m | -$7.3m | $199.2m | $202.7m | +0.5% | 10.6% |
| 2015 | Aug 26, 2015 | $5.82bn | $4.45bn | $533.5m | -$9.4m | $225.6m | $228.3m | +0.5% | 11.8% |
| 2014 | Aug 28, 2014 | $4.40bn | $3.04bn | $370.8m | -$10.4m | $247.7m | $244.0m | -1.0% | 11.4% |
| 2013 | Sep 4, 2013 | $3.09bn | $2.09bn | $268.3m | -$10.8m | $275.7m | $271.9m | -1.4% | 12.0% |
| 2012 | Sep 12, 2012 | $2.39bn | $1.62bn | $206.6m | -$5.4m | $313.0m | $318.3m | +2.5% | 12.5% |
ext marks a carrying amount tagged with a company-invented element. p marks FY2025, which the dataset’s filing window (closing Mar 31, 2026) leaves incomplete across filers. “Custom facts” is the share of that filing’s consolidated facts carrying a company-invented tag, in any unit.
Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: this company's 10-K submissions with prevrpt = 0, one per fiscal year by latest filed date; consolidated USD instants at each filing's period end. Dollar columns are raw US dollars. Methodology
What this page cannot tell you
- A blank in the held-to-maturity columns means the filing does not tag that fact on the consolidated face. It does not mean the company holds no held-to-maturity securities, and this dataset cannot distinguish the two.
- A held-to-maturity gap is not a realised loss. Held to maturity, the securities pay par. The gap measures how far the reported equity sits from a mark-to-market equity, which becomes a solvency question only if the book must be sold.
- AOCI is not the held-to-maturity mark. It bundles available-for-sale marks, hedge marks, pension and translation, net of tax. Do not add the two columns.
- Every value is as filed. A scale error, sign error or mis-tag by the company is reproduced here exactly as the company made it.
Pages exist for the 650 bank and thrift holding companies with at least one 10-K from FY2015 onward, out of 900 with a 10-K anywhere in the dataset.