Boston Partners
AX icon

Boston Partners’s Axos Financial AX Stock Holding History

Boston Partners’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 		$42.3M Buy
433,647
+20,495
+5% +$1.85M 0.04% 299
2026
Q1 		$35.2M Buy
413,152
+63,879
+18% +$5.82M 0.04% 301
2025
Q4 		$30.4M Sell
349,273
-30,819
-8% -$2.54M 0.03% 323
2025
Q3 		$32.1M Sell
380,092
-1,839
-0.5% -$160K 0.03% 322
2025
Q2 		$29.6M Sell
381,931
-122,884
-24% -$8.31M 0.03% 309
2025
Q1 		$31.2M Buy
504,815
+77,730
+18% +$5.27M 0.04% 273
2024
Q4 		$29.9M Buy
+427,085
New +$31.2M 0.04% 286

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

Boston Partners's AX Position: Q2 2026 in Review

Boston Partners increased its Axos Financial (AX) stake by 5% in Q2 2026, buying an estimated $1.85M and bringing the position to 433,647 shares worth $42.3M. The position accounts for 0.04% of the portfolio, ranked #299.

Boston Partners first reported a position in AX in Q4 2024 and has held it in 7 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Boston Partners held 433,647 shares of Axos Financial worth $42.3M as of Q2 2026.
  • Boston Partners bought 20,495 Axos Financial shares in Q2 2026, an estimated $1.85M.
  • Axos Financial made up 0.04% of Boston Partners's portfolio in Q2 2026, its #299 holding.
  • Boston Partners first reported a position in Axos Financial in Q4 2024 and has held it in 7 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.