Bayview Asset Management’s Axos Financial AX Stock Holding History

Bayview Asset 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	$723K	Buy	+7,420	New	+$669K	0.15%	62
2024 Q3	–	Sell	-10,000	Closed	-$572K	–	44
2024 Q2	$572K	Buy	10,000 +5,000	+100%	+$272K	0.2%	43
2024 Q1	$270K	Sell	5,000 -10,000	-67%	-$526K	0.11%	29
2023 Q4	$819K	Sell	15,000 -35,000	-70%	-$1.46M	0.28%	20
2023 Q3	$1.89M	Buy	+50,000	New	+$2.11M	0.52%	8

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

Bayview Asset Management's AX Position: Q2 2026 in Review

Bayview Asset Management opened a new position in Axos Financial (AX) in Q2 2026: 7,420 shares worth $723K. The stake represents 0.15% of the portfolio and ranks #62 among its holdings. This is a return to the name: Bayview Asset Management previously reported a position in AX as recently as Q2 2024.

Bayview Asset Management first reported a position in AX in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.89M in Q3 2023. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Bayview Asset Management held 7,420 shares of Axos Financial worth $723K as of Q2 2026.
Axos Financial was a new Bayview Asset Management position in Q2 2026.
Axos Financial made up 0.15% of Bayview Asset Management's portfolio in Q2 2026, its #62 holding.
Bayview Asset Management first reported a position in Axos Financial in Q3 2023 and has held it in 5 quarters since.
Bayview Asset Management's Axos Financial position peaked at $1.89M in Q3 2023.
385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Bayview Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.