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Arcus Capital Partners’s Axos Financial AX Stock Holding History

Arcus Capital Partners’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 		$270K Buy
2,775
+139
+5% +$12.5K 0.11% 96
2026
Q1 		$224K Sell
2,636
-24
-0.9% -$2.19K 0.08% 110
2025
Q4 		$229K Buy
2,660
+224
+9% +$18.4K 0.08% 127
2025
Q3 		$206K Buy
+2,436
New +$212K 0.09% 110

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arcus Capital Partners's AX Position: Q2 2026 in Review

Arcus Capital Partners increased its Axos Financial (AX) stake by 5.3% in Q2 2026, buying an estimated $12.5K and bringing the position to 2,775 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #96.

Arcus Capital Partners first reported a position in AX in Q3 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Arcus Capital Partners held 2,775 shares of Axos Financial worth $270K as of Q2 2026.
  • Arcus Capital Partners bought 139 Axos Financial shares in Q2 2026, an estimated $12.5K.
  • Axos Financial made up 0.11% of Arcus Capital Partners's portfolio in Q2 2026, its #96 holding.
  • Arcus Capital Partners first reported a position in Axos Financial in Q3 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Arcus Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.