---
schema_version: "secwatch.filing_event.v1"
accession: "0001299709-26-000066"
form_type: "8-K"
ticker: "AX"
cik: "0001299709"
company_name: "Axos Financial, Inc."
filed_at: "2026-09-21T21:02:14+00:00"
generated_at: "2026-09-21T21:04:19.989299+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Axos Bank completes $1.9B IRA deposit acquisition from Capital One

## Summary
- Axos Bank acquired ~$1.9B of IRA deposits from Capital One on Sept 21, 2026.
- Bank paid cash for deposits, less negotiated premium, per April 22 agreement.
- Deposits moved into Axos savings and CD accounts; deal expands deposit base.

## SEC filing metadata
- accession: 0001299709-26-000066
- form_type: 8-K
- ticker: AX
- cik: 0001299709
- company_name: Axos Financial, Inc.
- filed_at: 2026-09-21T21:02:14+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1299709/000129970926000066/0001299709-26-000066-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1299709/000129970926000066/ax-20260921.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001299709-26-000066
- JSON: https://secwatch.observer/filing/0001299709-26-000066.json
- Plain text: https://secwatch.observer/filing/0001299709-26-000066.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.