Canada Pension Plan Investment Board’s Axos Financial AX Stock Holding History

Canada Pension Plan Investment Board’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	$390K	Hold	4,000	–	–	﹤0.01%	1361
2026 Q1	$340K	Sell	4,000 -5,000	-56%	-$456K	﹤0.01%	1372
2025 Q4	$775K	Buy	+9,000	New	+$741K	﹤0.01%	1144
2024 Q1	–	Sell	-42,700	Closed	-$2.33M	–	1181
2023 Q4	$2.33M	Buy	+42,700	New	+$1.78M	﹤0.01%	812
2017 Q4	–	Sell	-2,200	Closed	-$63K	–	1174
2017 Q3	$63K	Sell	2,200 -1,100	-33%	-$28.7K	﹤0.01%	1097
2017 Q2	$78K	Buy	+3,300	New	+$78.1K	﹤0.01%	1066

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

Canada Pension Plan Investment Board's AX Position: Q2 2026 in Review

Canada Pension Plan Investment Board held its Axos Financial (AX) position steady in Q2 2026 at 4,000 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Canada Pension Plan Investment Board first reported a position in AX in Q2 2017 and has held it in 6 quarters since. The position peaked at $2.33M in Q4 2023. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Canada Pension Plan Investment Board held 4,000 shares of Axos Financial worth $390K as of Q2 2026.
Canada Pension Plan Investment Board left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up ﹤0.01% of Canada Pension Plan Investment Board's portfolio in Q2 2026, its #1361 holding.
Canada Pension Plan Investment Board first reported a position in Axos Financial in Q2 2017 and has held it in 6 quarters since.
Canada Pension Plan Investment Board's Axos Financial position peaked at $2.33M in Q4 2023.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.