Bessemer Group
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Bessemer Group’s Axos Financial AX Stock Holding History

Bessemer Group’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 		$8.22M Buy
84,361
+7
+0% +$631 0.01% 439
2026
Q1 		$7.18M Buy
84,354
+19,637
+30% +$1.79M 0.01% 385
2025
Q4 		$5.58M Buy
64,717
+64,369
+18,497% +$5.3M 0.01% 397
2025
Q3 		$29K Buy
348
+130
+60% +$11.3K ﹤0.01% 1576
2025
Q2 		$16K Buy
218
+112
+106% +$7.57K ﹤0.01% 1633
2025
Q1 		$7K Sell
106
-64
-38% -$4.34K ﹤0.01% 1886
2024
Q4 		$12K Buy
170
+75
+79% +$5.48K ﹤0.01% 1676
2024
Q3 		$6K Buy
+95
New +$6.24K ﹤0.01% 1827
2023
Q4 		– Sell
-65
Closed -$2K – 2143
2023
Q3 		$2K Buy
65
+24
+59% +$1.01K ﹤0.01% 1940
2023
Q2 		$2K Buy
+41
New +$1.59K ﹤0.01% 2005
2016
Q2 		– Sell
-152
Closed -$3K – 1307
2016
Q1 		$3K Buy
+152
New +$2.75K ﹤0.01% 1316

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

Bessemer Group's AX Position: Q2 2026 in Review

Bessemer Group increased its Axos Financial (AX) stake by 0.01% in Q2 2026, buying an estimated $631 and bringing the position to 84,361 shares worth $8.22M. The position accounts for 0.01% of the portfolio, ranked #439.

Bessemer Group first reported a position in AX in Q1 2016 and has held it in 11 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Bessemer Group held 84,361 shares of Axos Financial worth $8.22M as of Q2 2026.
  • Bessemer Group bought 7 Axos Financial shares in Q2 2026, an estimated $631.
  • Axos Financial made up 0.01% of Bessemer Group's portfolio in Q2 2026, its #439 holding.
  • Bessemer Group first reported a position in Axos Financial in Q1 2016 and has held it in 11 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.