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Cambria Investment Management’s Axos Financial AX Stock Holding History

Cambria Investment 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 		$252K Hold
2,587
– – 0.01% 684
2026
Q1 		$220K Sell
2,587
-548
-17% -$49.9K 0.01% 613
2025
Q4 		$270K Sell
3,135
-145
-4% -$11.9K 0.02% 530
2025
Q3 		$278K Buy
+3,280
New +$286K 0.02% 461
2025
Q1 		– Sell
-4,629
Closed -$323K – 374
2024
Q4 		$323K Buy
4,629
+105
+2% +$7.67K 0.02% 308
2024
Q3 		$284K Buy
+4,524
New +$297K 0.02% 299

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 $3.38T AUM 44.17% 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

Cambria Investment Management's AX Position: Q2 2026 in Review

Cambria Investment Management held its Axos Financial (AX) position steady in Q2 2026 at 2,587 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #684.

Cambria Investment Management first reported a position in AX in Q3 2024 and has held it in 6 quarters since. The position peaked at $323K in Q4 2024. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Cambria Investment Management held 2,587 shares of Axos Financial worth $252K as of Q2 2026.
  • Cambria Investment Management left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up 0.01% of Cambria Investment Management's portfolio in Q2 2026, its #684 holding.
  • Cambria Investment Management first reported a position in Axos Financial in Q3 2024 and has held it in 6 quarters since.
  • Cambria Investment Management's Axos Financial position peaked at $323K in Q4 2024.
  • 387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

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