CIM
AX icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cambria Investment Management's AX Position: Q1 2026 in Review

Cambria Investment Management reduced its Axos Financial (AX) stake by 17% in Q1 2026, selling an estimated $49.9K and leaving 2,587 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #613.

Cambria Investment Management first reported a position in AX in Q3 2024 and has held it in 5 quarters since. The position peaked at $323K in Q4 2024. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Cambria Investment Management held 2,587 shares of Axos Financial worth $220K as of Q1 2026.
  • Cambria Investment Management sold 548 Axos Financial shares in Q1 2026, an estimated $49.9K.
  • Axos Financial made up 0.01% of Cambria Investment Management's portfolio in Q1 2026, its #613 holding.
  • Cambria Investment Management first reported a position in Axos Financial in Q3 2024 and has held it in 5 quarters since.
  • Cambria Investment Management's Axos Financial position peaked at $323K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.