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AI brief of an SEC Form 8-K · Axos Financial (AX)

Axos Bank Completes $1.9 Billion Acquisition of Capital One IRA Deposits

Neutral Impact 3 of 5 m&a Written later

Axos Bank, a subsidiary of Axos Financial, completed on September 21, 2026 its previously announced purchase of individual retirement account deposits from Capital One, National Association. The bank acquired about $1.9 billion of IRA deposits and received cash for the aggregate balance, less a negotiated premium. The filing does not disclose the premium amount or the effect on earnings.

Key points

  • Acquired approximately $1.9 billion of IRA deposits from Capital One, National Association
  • Deal completed September 21, 2026 under a Purchase and Assumption Agreement dated April 22, 2026
  • Bank received cash for the deposit balance, less a negotiated premium; premium amount not stated in the filing

The filing

CompanyAxos Financial (AX)
Form8-K, current report
Filed with the SECSep 21, 2026, 5:02 PM ET
Accession number0001299709-26-000066

Items reported: 2.01 Acquisition or Disposition Completed

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:05 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 21, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.