Bank of Montreal
AX icon

Bank of Montreal’s Axos Financial AX Stock Holding History

Bank of Montreal’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
2016
Q2 		– Sell
-36,000
Closed -$768K – 4078
2016
Q1 		$768K Hold
36,000
– – ﹤0.01% 1870
2015
Q4 		$758K Buy
+36,000
New +$848K ﹤0.01% 1828

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $4.68T 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of Montreal's AX Position: Q2 2026 in Review

Bank of Montreal reduced its Axos Financial (AX) stake by 1.1% in Q2 2026, selling an estimated $23.7K and leaving 22,622 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Bank of Montreal first reported a position in AX in Q3 2013 and has held it in 52 quarters since. The position peaked at $17.7M in Q3 2021. 288 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Bank of Montreal held 22,622 shares of Axos Financial worth $2.2M as of Q2 2026.
  • Bank of Montreal sold 263 Axos Financial shares in Q2 2026, an estimated $23.7K.
  • Axos Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1699 holding.
  • Bank of Montreal first reported a position in Axos Financial in Q3 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Axos Financial position peaked at $17.7M in Q3 2021.
  • 288 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.