1832 Asset Management’s Axos Financial AX Stock Holding History

1832 Asset Management’s Portfolio AX Stock Details AX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.3M	Buy	379,784 +4,392	+1%	+$400K	0.03%	262
2025 Q4	$32.3M	Buy	+375,392	New	+$30.9M	0.02%	260
2022 Q4	–	Sell	-24	Closed	-$1K	–	895
2022 Q3	$1K	Buy	+24	New	+$971	﹤0.01%	866
2021 Q4	–	Sell	-365	Closed	-$19K	–	723
2021 Q3	$19K	Buy	+365	New	+$17.3K	﹤0.01%	790
2017 Q1	–	Sell	-353,849	Closed	-$7.74M	–	701
2016 Q4	$7.74M	Hold	353,849	–	–	0.01%	391
2016 Q3	$7.93M	Hold	353,849	–	–	0.03%	283
2016 Q2	$6.31M	Buy	+353,849	New	+$6.64M	0.02%	289
2015 Q4	–	Sell	-23,600	Closed	-$763K	–	656
2015 Q3	$763K	Sell	23,600 -16,800	-42%	-$502K	﹤0.01%	410
2015 Q2	$1.07M	Buy	+40,400	New	+$961K	﹤0.01%	443

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

1832 Asset Management's AX Position: Q1 2026 in Review

1832 Asset Management increased its Axos Financial (AX) stake by 1.2% in Q1 2026, buying an estimated $400K and bringing the position to 379,784 shares worth $32.3M. The position accounts for 0.03% of the portfolio, ranked #262.

1832 Asset Management first reported a position in AX in Q2 2015 and has held it in 9 quarters since. The position peaked at $32.3M in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

1832 Asset Management held 379,784 shares of Axos Financial worth $32.3M as of Q1 2026.
1832 Asset Management bought 4,392 Axos Financial shares in Q1 2026, an estimated $400K.
Axos Financial made up 0.03% of 1832 Asset Management's portfolio in Q1 2026, its #262 holding.
1832 Asset Management first reported a position in Axos Financial in Q2 2015 and has held it in 9 quarters since.
1832 Asset Management's Axos Financial position peaked at $32.3M in Q4 2025.
384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.