Capstone Investment Advisors
AX icon

Capstone Investment Advisors’s Axos Financial AX Stock Holding History

Capstone Investment Advisors’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
2020
Q1 		– Sell
-15,400
Closed -$466K – 1141
2019
Q4 		$466K Sell
15,400
-1,000
-6% -$29.2K ﹤0.01% 1157
2019
Q3 		$453K Buy
+16,400
New +$441K ﹤0.01% 1110

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

Capstone Investment Advisors's AX Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Axos Financial (AX) in Q2 2026: 2,118 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1601 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AX as recently as Q4 2023.

Capstone Investment Advisors first reported a position in AX in Q1 2017 and has held it in 3 quarters since. The position peaked at $258K in Q1 2017. 386 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Capstone Investment Advisors held 2,118 shares of Axos Financial worth $206K as of Q2 2026.
  • Axos Financial was a new Capstone Investment Advisors position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1601 holding.
  • Capstone Investment Advisors first reported a position in Axos Financial in Q1 2017 and has held it in 3 quarters since.
  • Capstone Investment Advisors's Axos Financial position peaked at $258K in Q1 2017.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.