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 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

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

Argent Capital Management's AX Position: Q2 2026 in Review

Argent Capital Management reduced its Axos Financial (AX) stake by 45% in Q2 2026, selling an estimated $3.8M and leaving 51,811 shares worth $5.05M. The position accounts for 0.16% of the portfolio, ranked #63.

Argent Capital Management first reported a position in AX in Q2 2013 and has held it in 17 quarters since. The position peaked at $7.99M in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Argent Capital Management held 51,811 shares of Axos Financial worth $5.05M as of Q2 2026.
Argent Capital Management sold 42,118 Axos Financial shares in Q2 2026, an estimated $3.8M.
Axos Financial made up 0.16% of Argent Capital Management's portfolio in Q2 2026, its #63 holding.
Argent Capital Management first reported a position in Axos Financial in Q2 2013 and has held it in 17 quarters since.
Argent Capital Management's Axos Financial position peaked at $7.99M in Q1 2026.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Argent Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.