Amalgamated Bank’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.48M | Sell |
15,239
-937
| -6% | -$84.4K | 0.01% | 959 |
|
|
2026
Q1 | $1.38M | Sell |
16,176
-142
| -0.9% | -$12.9K | 0.01% | 953 |
|
|
2025
Q4 | $1.41M | Buy |
16,318
+153
| +0.9% | +$12.6K | 0.01% | 956 |
|
|
2025
Q3 | $1.37M | Buy |
16,165
+893
| +6% | +$77.8K | 0.01% | 954 |
|
|
2025
Q2 | $1.16M | Sell |
15,272
-173
| -1% | -$11.7K | 0.01% | 993 |
|
|
2025
Q1 | $997K | Sell |
15,445
-519
| -3% | -$35.2K | 0.01% | 1022 |
|
|
2024
Q4 | $1.11M | Buy |
15,964
+8
| +0.1% | +$584 | 0.01% | 1016 |
|
|
2024
Q3 | $1M | Buy |
15,956
+322
| +2% | +$21.2K | 0.01% | 1045 |
|
|
2024
Q2 | $893K | Sell |
15,634
-645
| -4% | -$35.1K | 0.01% | 1076 |
|
|
2024
Q1 | $880K | Sell |
16,279
-4,106
| -20% | -$216K | 0.01% | 1093 |
|
|
2023
Q4 | $1.11M | Sell |
20,385
-832
| -4% | -$34.7K | 0.01% | 1122 |
|
|
2023
Q3 | $803K | Sell |
21,217
-727
| -3% | -$30.7K | 0.01% | 1200 |
|
|
2023
Q2 | $865K | Sell |
21,944
-1,071
| -5% | -$41.5K | 0.01% | 1178 |
|
|
2023
Q1 | $850K | Sell |
23,015
-2,159
| -9% | -$93.1K | 0.01% | 1173 |
|
|
2022
Q4 | $962K | Buy |
25,174
+307
| +1% | +$11.7K | 0.01% | 1174 |
|
|
2022
Q3 | $851K | Buy |
24,867
+106
| +0.4% | +$4.29K | 0.01% | 1170 |
|
|
2022
Q2 | $888K | Buy |
24,761
+26
| +0.1% | +$999 | 0.01% | 1195 |
|
|
2022
Q1 | $1.15M | Sell |
24,735
-1,204
| -5% | -$63.6K | 0.01% | 1137 |
|
|
2021
Q4 | $1.45M | Sell |
25,939
-381
| -1% | -$21.3K | 0.01% | 1080 |
|
|
2021
Q3 | $1.36M | Buy |
26,320
+141
| +0.5% | +$6.69K | 0.01% | 1097 |
|
|
2021
Q2 | $1.21M | Buy |
26,179
+20,831
| +390% | +$973K | 0.01% | 1191 |
|
|
2021
Q1 | $251K | Sell |
5,348
-392
| -7% | -$17.7K | 0.01% | 1356 |
|
|
2020
Q4 | $215K | Buy |
+5,740
| New | +$181K | 0.01% | 1410 |
|
|
2020
Q2 | – | Sell |
-10,292
| Closed | -$187K | – | 1500 |
|
|
2020
Q1 | $187K | Sell |
10,292
-343
| -3% | -$8.62K | ﹤0.01% | 1383 |
|
|
2019
Q4 | $322K | Buy |
10,635
+574
| +6% | +$16.8K | 0.01% | 1366 |
|
|
2019
Q3 | $278K | Sell |
10,061
-178
| -2% | -$4.79K | 0.01% | 1359 |
|
|
2019
Q2 | $279K | Buy |
10,239
+864
| +9% | +$25.4K | 0.01% | 1395 |
|
|
2019
Q1 | $272K | Buy |
9,375
+142
| +2% | +$4.25K | 0.01% | 1328 |
|
|
2018
Q4 | $232K | Buy |
+9,233
| New | +$279K | 0.01% | 1325 |
|
|
2018
Q3 | – | Sell |
-9,612
| Closed | -$393K | – | 1460 |
|
|
2018
Q2 | $393K | Buy |
9,612
+1,197
| +14% | +$49.8K | 0.01% | 1159 |
|
|
2018
Q1 | $341K | Sell |
8,415
-245
| -3% | -$8.93K | 0.01% | 1143 |
|
|
2017
Q4 | $259K | Buy |
8,660
+537
| +7% | +$14.6K | 0.01% | 1348 |
|
|
2017
Q3 | $231K | Buy |
+8,123
| New | +$212K | 0.01% | 1358 |
|
|
2017
Q2 | – | Sell |
-7,920
| Closed | -$207K | – | 1586 |
|
|
2017
Q1 | $207K | Sell |
7,920
-7
| -0.1% | -$202 | 0.01% | 1358 |
|
|
2016
Q4 | $226K | Buy |
+7,927
| New | +$189K | 0.01% | 1322 |
|
|
2015
Q4 | – | Sell |
-6,432
| Closed | -$207K | – | 1211 |
|
|
2015
Q3 | $207K | Buy |
+6,432
| New | +$192K | 0.02% | 1132 |
|
Other funds holding AX
EA
WA
GCM
EMFAT
SI
Amalgamated Bank's AX Position: Q2 2026 in Review
Amalgamated Bank reduced its Axos Financial (AX) stake by 5.8% in Q2 2026, selling an estimated $84.4K and leaving 15,239 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #959.
Amalgamated Bank first reported a position in AX in Q3 2015 and has held it in 36 quarters since. 171 funds tracked by Wall St. Rank hold AX as of Q2 2026.
- Amalgamated Bank held 15,239 shares of Axos Financial worth $1.48M as of Q2 2026.
- Amalgamated Bank sold 937 Axos Financial shares in Q2 2026, an estimated $84.4K.
- Axos Financial made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #959 holding.
- Amalgamated Bank first reported a position in Axos Financial in Q3 2015 and has held it in 36 quarters since.
- 171 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.
Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.