Bank of America
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Bank of America’s Axos Financial AX Stock Holding History

Bank of America’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
2018
Q1 		– Sell
-29,200
Closed -$873K – 7090
2017
Q4 		$873K Sell
29,200
-15,800
-35% -$430K ﹤0.01% 4578
2017
Q3 		$1.28M Buy
45,000
+17,900
+66% +$468K ﹤0.01% 4336
2017
Q2 		$643K Buy
27,100
+24,000
+774% +$568K ﹤0.01% 4740
2017
Q1 		$81K Buy
+3,100
New +$89.6K ﹤0.01% 5716

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America's AX Position: Q1 2026 in Review

Bank of America increased its Axos Financial (AX) stake by 68% in Q1 2026, buying an estimated $8.21M and bringing the position to 221,656 shares worth $18.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

Bank of America first reported a position in AX in Q2 2013 and has held it in 52 quarters since. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Bank of America held 221,656 shares of Axos Financial worth $18.9M as of Q1 2026.
  • Bank of America bought 90,086 Axos Financial shares in Q1 2026, an estimated $8.21M.
  • Axos Financial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2437 holding.
  • Bank of America first reported a position in Axos Financial in Q2 2013 and has held it in 52 quarters since.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.