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 Q2	$33.8M	Sell	347,070 -32,714	-9%	-$2.95M	0.02%	284
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
2016 Q4	–	Sell	-353,849	Closed	-$7.93M	–	685
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1832 Asset Management's AX Position: Q2 2026 in Review

1832 Asset Management reduced its Axos Financial (AX) stake by 8.6% in Q2 2026, selling an estimated $2.95M and leaving 347,070 shares worth $33.8M. The position accounts for 0.02% of the portfolio, ranked #284.

1832 Asset Management first reported a position in AX in Q2 2015 and has held it in 9 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

1832 Asset Management held 347,070 shares of Axos Financial worth $33.8M as of Q2 2026.
1832 Asset Management sold 32,714 Axos Financial shares in Q2 2026, an estimated $2.95M.
Axos Financial made up 0.02% of 1832 Asset Management's portfolio in Q2 2026, its #284 holding.
1832 Asset Management first reported a position in Axos Financial in Q2 2015 and has held it in 9 quarters since.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.