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Argent Capital Management’s Axos Financial AX Stock Holding History

Argent Capital 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
Q3 		$4.39M Sell
50,744
-1,067
-2% -$103K 0.14% 68
2026
Q2 		$5.05M Sell
51,811
-42,118
-45% -$3.8M 0.16% 63
2026
Q1 		$7.99M Buy
93,929
+48,172
+105% +$4.39M 0.25% 64
2025
Q4 		$3.94M Sell
45,757
-7,933
-15% -$653K 0.11% 77
2025
Q3 		$4.54M Buy
53,690
+14,415
+37% +$1.26M 0.12% 69
2025
Q2 		$2.99M Buy
39,275
+368
+0.9% +$24.9K 0.09% 80
2025
Q1 		$2.51M Sell
38,907
-274
-0.7% -$18.6K 0.08% 84
2024
Q4 		$2.74M Buy
39,181
+5,142
+15% +$375K 0.08% 81
2024
Q3 		$2.14M Buy
34,039
+25,665
+306% +$1.69M 0.06% 84
2024
Q2 		$479K Buy
8,374
+2,375
+40% +$129K 0.01% 119
2024
Q1 		$324K Buy
5,999
+567
+10% +$29.8K 0.01% 132
2023
Q4 		$297K Buy
+5,432
New +$227K 0.01% 137
2014
Q4 		– Sell
-81,460
Closed -$1.48M – 175
2014
Q3 		$1.48M Hold
81,460
– – 0.08% 117
2014
Q2 		$1.5M Hold
81,460
– – 0.08% 115
2014
Q1 		$1.75M Sell
81,460
-6,096
-7% -$131K 0.1% 112
2013
Q4 		$1.72M Hold
87,556
– – 0.1% 112
2013
Q3 		$1.42M Sell
87,556
-41,200
-32% -$614K 0.09% 106
2013
Q2 		$1.48M Buy
+128,756
New +$1.34M 0.09% 104

Other funds holding AX

RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Argent Capital Management's AX Position: Q3 2026 in Review

Argent Capital Management reduced its Axos Financial (AX) stake by 2.1% in Q3 2026, selling an estimated $103K and leaving 50,744 shares worth $4.39M. The position accounts for 0.14% of the portfolio, ranked #68.

Argent Capital Management first reported a position in AX in Q2 2013 and has held it in 18 quarters since. The position peaked at $7.99M in Q1 2026. 9 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • Argent Capital Management held 50,744 shares of Axos Financial worth $4.39M as of Q3 2026.
  • Argent Capital Management sold 1,067 Axos Financial shares in Q3 2026, an estimated $103K.
  • Axos Financial made up 0.14% of Argent Capital Management's portfolio in Q3 2026, its #68 holding.
  • Argent Capital Management first reported a position in Axos Financial in Q2 2013 and has held it in 18 quarters since.
  • Argent Capital Management's Axos Financial position peaked at $7.99M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Argent Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.