Ameritas Investment Partners’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 | $491K | Buy |
5,037
+619
| +14% | +$55.8K | 0.01% | 915 |
|
|
2026
Q1 | $376K | Hold |
4,418
| – | – | 0.01% | 932 |
|
|
2025
Q4 | $381K | Sell |
4,418
-130
| -3% | -$10.7K | 0.01% | 911 |
|
|
2025
Q3 | $385K | Sell |
4,548
-774
| -15% | -$67.5K | 0.01% | 918 |
|
|
2025
Q2 | $405K | Sell |
5,322
-206
| -4% | -$13.9K | 0.01% | 932 |
|
|
2025
Q1 | $357K | Sell |
5,528
-189
| -3% | -$12.8K | 0.01% | 953 |
|
|
2024
Q4 | $399K | Buy |
5,717
+254
| +5% | +$18.5K | 0.01% | 941 |
|
|
2024
Q3 | $344K | Hold |
5,463
| – | – | 0.01% | 1007 |
|
|
2024
Q2 | $312K | Sell |
5,463
-190
| -3% | -$10.3K | 0.01% | 997 |
|
|
2024
Q1 | $305K | Hold |
5,653
| – | – | 0.01% | 1020 |
|
|
2023
Q4 | $309K | Hold |
5,653
| – | – | 0.01% | 1009 |
|
|
2023
Q3 | $214K | Buy |
5,653
+954
| +20% | +$40.3K | 0.01% | 1137 |
|
|
2023
Q2 | $185K | Buy |
4,699
+225
| +5% | +$8.72K | 0.01% | 1180 |
|
|
2023
Q1 | $165K | Hold |
4,474
| – | – | 0.01% | 1213 |
|
|
2022
Q4 | $189K | Hold |
4,474
| – | – | 0.01% | 1169 |
|
|
2022
Q3 | $153K | Hold |
4,474
| – | – | 0.01% | 1209 |
|
|
2022
Q2 | $160K | Hold |
4,474
| – | – | 0.01% | 1202 |
|
|
2022
Q1 | $208K | Hold |
4,474
| – | – | 0.01% | 1161 |
|
|
2021
Q4 | $250K | Hold |
4,474
| – | – | 0.01% | 1092 |
|
|
2021
Q3 | $231K | Hold |
4,474
| – | – | 0.01% | 1109 |
|
|
2021
Q2 | $208K | Sell |
4,474
-319
| -7% | -$14.9K | 0.01% | 1214 |
|
|
2021
Q1 | $225K | Hold |
4,793
| – | – | 0.01% | 1128 |
|
|
2020
Q4 | $180K | Sell |
4,793
-287
| -6% | -$9.07K | 0.01% | 1214 |
|
|
2020
Q3 | $118K | Hold |
5,080
| – | – | 0.01% | 1332 |
|
|
2020
Q2 | $112K | Hold |
5,080
| – | – | 0.01% | 1347 |
|
|
2020
Q1 | $92K | Hold |
5,080
| – | – | 0.01% | 1317 |
|
|
2019
Q4 | $154K | Buy |
5,080
+252
| +5% | +$7.36K | 0.01% | 1250 |
|
|
2019
Q3 | $133K | Hold |
4,828
| – | – | 0.01% | 1291 |
|
|
2019
Q2 | $132K | Hold |
4,828
| – | – | 0.01% | 1316 |
|
|
2019
Q1 | $140K | Hold |
4,828
| – | – | 0.01% | 1255 |
|
|
2018
Q4 | $122K | Hold |
4,828
| – | – | 0.01% | 1250 |
|
|
2018
Q3 | $166K | Hold |
4,828
| – | – | 0.01% | 1214 |
|
|
2018
Q2 | $198K | Sell |
4,828
-351
| -7% | -$14.6K | 0.01% | 1071 |
|
|
2018
Q1 | $210K | Hold |
5,179
| – | – | 0.01% | 1047 |
|
|
2017
Q4 | $155K | Hold |
5,179
| – | – | 0.01% | 1230 |
|
|
2017
Q3 | $137K | Hold |
5,179
| – | – | 0.01% | 1270 |
|
|
2017
Q2 | $123K | Hold |
5,179
| – | – | 0.01% | 1340 |
|
|
2017
Q1 | $135K | Buy |
+5,179
| New | +$150K | 0.01% | 1259 |
|
Other funds holding AX
DAM
Ameritas Investment Partners's AX Position: Q2 2026 in Review
Ameritas Investment Partners increased its Axos Financial (AX) stake by 14% in Q2 2026, buying an estimated $55.8K and bringing the position to 5,037 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #915.
Ameritas Investment Partners first reported a position in AX in Q1 2017 and has held it in 38 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.
- Ameritas Investment Partners held 5,037 shares of Axos Financial worth $491K as of Q2 2026.
- Ameritas Investment Partners bought 619 Axos Financial shares in Q2 2026, an estimated $55.8K.
- Axos Financial made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #915 holding.
- Ameritas Investment Partners first reported a position in Axos Financial in Q1 2017 and has held it in 38 quarters since.
- 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.
Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.