Advisory Research’s Axos Financial AX Stock Holding History

Advisory Research’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	$1.66M	Buy	17,011 +94	+0.6%	+$8.47K	0.17%	88
2026 Q1	$1.44M	Sell	16,917 -12,082	-42%	-$1.1M	0.18%	89
2025 Q4	$2.5M	Buy	28,999 +1,530	+6%	+$126K	0.31%	64
2025 Q3	$2.33M	Buy	27,469 +1,024	+4%	+$89.2K	0.31%	72
2025 Q2	$2.01M	Buy	26,445 +6,075	+30%	+$411K	0.31%	69
2025 Q1	$1.31M	Buy	20,370 +55	+0.3%	+$3.73K	0.23%	91
2024 Q4	$1.42M	Buy	20,315 +8,255	+68%	+$603K	0.24%	90
2024 Q3	$758K	Buy	+12,060	New	+$793K	0.13%	120

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

Advisory Research's AX Position: Q2 2026 in Review

Advisory Research increased its Axos Financial (AX) stake by 0.56% in Q2 2026, buying an estimated $8.47K and bringing the position to 17,011 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #88.

Advisory Research first reported a position in AX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Advisory Research held 17,011 shares of Axos Financial worth $1.66M as of Q2 2026.
Advisory Research bought 94 Axos Financial shares in Q2 2026, an estimated $8.47K.
Axos Financial made up 0.17% of Advisory Research's portfolio in Q2 2026, its #88 holding.
Advisory Research first reported a position in Axos Financial in Q3 2024 and has held it in 8 quarters since.
Advisory Research's Axos Financial position peaked at $2.5M in Q4 2025.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.