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Capital Advisors Ltd’s Axos Financial AX Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
3
– – ﹤0.01% 1366
2026
Q1 		$0 Hold
3
– – ﹤0.01% 1363
2025
Q4 		$0 Hold
3
– – ﹤0.01% 1348
2025
Q3 		$0 Hold
3
– – ﹤0.01% 1352
2025
Q2 		$0 Hold
3
– – ﹤0.01% 1340
2025
Q1 		$0 Hold
3
– – ﹤0.01% 1335
2024
Q4 		$0 Hold
3
– – ﹤0.01% 1367
2024
Q3 		$0 Hold
3
– – ﹤0.01% 1364
2024
Q2 		$0 Hold
3
– – ﹤0.01% 1373
2024
Q1 		$0 Hold
3
– – ﹤0.01% 1344
2023
Q4 		$0 Hold
3
– – ﹤0.01% 1284
2023
Q3 		$0 Hold
3
– – ﹤0.01% 1281
2023
Q2 		$0 Hold
3
– – ﹤0.01% 1286
2023
Q1 		$0 Hold
3
– – ﹤0.01% 1203
2022
Q4 		$0 Hold
3
– – ﹤0.01% 1216
2022
Q3 		$0 Buy
+3
New +$121 ﹤0.01% 1238

Other funds holding AX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Capital Advisors Ltd's AX Position: Q2 2026 in Review

Capital Advisors Ltd held its Axos Financial (AX) position steady in Q2 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Capital Advisors Ltd first reported a position in AX in Q3 2022 and has held it in 16 quarters since. 30 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Capital Advisors Ltd held 3 shares of Axos Financial worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1366 holding.
  • Capital Advisors Ltd first reported a position in Axos Financial in Q3 2022 and has held it in 16 quarters since.
  • 30 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.