Avenir Corporation’s Axos Financial AX Stock Holding History

Avenir Corporation’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	$2.02M	Hold	20,790	–	–	0.25%	30
2026 Q1	$1.77M	Hold	20,790	–	–	0.22%	31
2025 Q4	$1.79M	Hold	20,790	–	–	0.19%	29
2025 Q3	$1.76M	Hold	20,790	–	–	0.18%	32
2025 Q2	$1.58M	Hold	20,790	–	–	0.16%	32
2025 Q1	$1.34M	Hold	20,790	–	–	0.14%	32
2024 Q4	$1.45M	Hold	20,790	–	–	0.15%	32
2024 Q3	$1.31M	Hold	20,790	–	–	0.13%	32
2024 Q2	$1.19M	Hold	20,790	–	–	0.12%	35
2024 Q1	$1.12M	Hold	20,790	–	–	0.1%	35
2023 Q4	$1.14M	Buy	+20,790	New	+$868K	0.1%	36
2020 Q3	–	Sell	-32,540	Closed	-$718K	–	67
2020 Q2	$718K	Hold	32,540	–	–	0.08%	46
2020 Q1	$590K	Hold	32,540	–	–	0.08%	47
2019 Q4	$985K	Hold	32,540	–	–	0.1%	49
2019 Q3	$900K	Hold	32,540	–	–	0.09%	50
2019 Q2	$887K	Hold	32,540	–	–	0.09%	52
2019 Q1	$942K	Hold	32,540	–	–	0.1%	49
2018 Q4	$819K	Hold	32,540	–	–	0.1%	47
2018 Q3	$1.12M	Hold	32,540	–	–	0.12%	47
2018 Q2	$1.33M	Hold	32,540	–	–	0.15%	47
2018 Q1	$1.32M	Hold	32,540	–	–	0.14%	47
2017 Q4	$973K	Hold	32,540	–	–	0.09%	51
2017 Q3	$926K	Hold	32,540	–	–	0.08%	50
2017 Q2	$772K	Buy	+32,540	New	+$770K	0.07%	54

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

Avenir Corporation's AX Position: Q2 2026 in Review

Avenir Corporation held its Axos Financial (AX) position steady in Q2 2026 at 20,790 shares worth $2.02M. The position accounts for 0.25% of the portfolio, ranked #30.

Avenir Corporation first reported a position in AX in Q2 2017 and has held it in 24 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Avenir Corporation held 20,790 shares of Axos Financial worth $2.02M as of Q2 2026.
Avenir Corporation left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up 0.25% of Avenir Corporation's portfolio in Q2 2026, its #30 holding.
Avenir Corporation first reported a position in Axos Financial in Q2 2017 and has held it in 24 quarters since.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Avenir Corporation's 13F filing for Q2 2026, filed 13 Aug 2026.