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B. Metzler seel. Sohn & Co’s Axos Financial AX Stock Holding History

B. Metzler seel. Sohn & Co’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 		$1.23M Sell
12,628
-352
-3% -$31.7K 0.01% 535
2026
Q1 		$1.1M Sell
12,980
-35
-0.3% -$3.19K 0.01% 521
2025
Q4 		$1.12M Sell
13,015
-3,238
-20% -$267K 0.01% 526
2025
Q3 		$1.38M Sell
16,253
-1,885
-10% -$164K 0.01% 480
2025
Q2 		$1.38M Sell
18,138
-3,907
-18% -$264K 0.01% 464
2025
Q1 		$1.42M Sell
22,045
-988
-4% -$67K 0.01% 428
2024
Q4 		$1.61M Sell
23,033
-3,062
-12% -$224K 0.02% 428
2024
Q3 		$1.64M Buy
26,095
+6,508
+33% +$428K 0.02% 439
2024
Q2 		$1.12M Sell
19,587
-3,623
-16% -$197K 0.01% 502
2024
Q1 		$1.25M Hold
23,210
– – 0.01% 474
2023
Q4 		$1.27M Sell
23,210
-3,300
-12% -$138K 0.02% 456
2023
Q3 		$1M Sell
26,510
-39,800
-60% -$1.68M 0.02% 460
2023
Q2 		$2.62M Buy
66,310
+33,155
+100% +$1.28M 0.04% 314
2023
Q1 		$1.22M Buy
33,155
+7,524
+29% +$325K 0.02% 405
2022
Q4 		$980K Buy
25,631
+4,838
+23% +$184K 0.02% 434
2022
Q3 		$712K Sell
20,793
-6,382
-23% -$258K 0.01% 488
2022
Q2 		$974K Sell
27,175
-592
-2% -$22.8K 0.02% 440
2022
Q1 		$1.29M Hold
27,767
– – 0.02% 431
2021
Q4 		$1.54M Sell
27,767
-15,597
-36% -$873K 0.02% 362
2021
Q3 		$2.23M Buy
43,364
+2,241
+5% +$106K 0.03% 290
2021
Q2 		$1.91M Buy
41,123
+787
+2% +$36.8K 0.03% 306
2021
Q1 		$1.9M Buy
40,336
+3,715
+10% +$167K 0.03% 302
2020
Q4 		$1.37M Buy
+36,621
New +$1.16M 0.03% 338

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

B. Metzler seel. Sohn & Co's AX Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its Axos Financial (AX) stake by 2.7% in Q2 2026, selling an estimated $31.7K and leaving 12,628 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #535.

B. Metzler seel. Sohn & Co first reported a position in AX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.62M in Q2 2023. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 12,628 shares of Axos Financial worth $1.23M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 352 Axos Financial shares in Q2 2026, an estimated $31.7K.
  • Axos Financial made up 0.01% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #535 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Axos Financial in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's Axos Financial position peaked at $2.62M in Q2 2023.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.