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CenterBook Partners’s Axos Financial AX Stock Holding History

CenterBook Partners’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 		$639K Buy
6,564
+646
+11% +$58.2K 0.03% 468
2026
Q1 		$504K Sell
5,918
-904
-13% -$82.4K 0.03% 484
2025
Q4 		$588K Sell
6,822
-13,487
-66% -$1.11M 0.03% 466
2025
Q3 		$1.72M Sell
20,309
-1,028
-5% -$89.6K 0.08% 282
2025
Q2 		$1.62M Buy
+21,337
New +$1.44M 0.09% 254

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 $3.37T AUM 44.26% 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

CenterBook Partners's AX Position: Q2 2026 in Review

CenterBook Partners increased its Axos Financial (AX) stake by 11% in Q2 2026, buying an estimated $58.2K and bringing the position to 6,564 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #468.

CenterBook Partners first reported a position in AX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q3 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • CenterBook Partners held 6,564 shares of Axos Financial worth $639K as of Q2 2026.
  • CenterBook Partners bought 646 Axos Financial shares in Q2 2026, an estimated $58.2K.
  • Axos Financial made up 0.03% of CenterBook Partners's portfolio in Q2 2026, its #468 holding.
  • CenterBook Partners first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • CenterBook Partners's Axos Financial position peaked at $1.72M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on CenterBook Partners's 13F filing for Q2 2026, filed 11 Aug 2026.