CI Investments Inc
AX icon

CI Investments Inc’s Axos Financial AX Stock Holding History

CI Investments Inc’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 		$7.44M Sell
76,417
-8,600
-10% -$775K 0.02% 293
2026
Q1 		$7.23M Sell
85,017
-6,800
-7% -$620K 0.04% 253
2025
Q4 		$7.91M Buy
91,817
+2,150
+2% +$177K 0.03% 241
2025
Q3 		$7.59M Buy
89,667
+2,560
+3% +$223K 0.03% 247
2025
Q2 		$6.62M Buy
87,107
+400
+0.5% +$27K 0.02% 272
2025
Q1 		$5.59M Sell
86,707
-337
-0.4% -$22.9K 0.02% 292
2024
Q4 		$6.08M Sell
87,044
-2,738
-3% -$200K 0.02% 293
2024
Q3 		$5.64M Buy
89,782
+2
+0% +$131 0.02% 290
2024
Q2 		$5.13M Buy
89,780
+1,300
+1% +$70.7K 0.02% 277
2024
Q1 		$4.78M Buy
88,480
+6,700
+8% +$353K 0.02% 293
2023
Q4 		$4.46M Sell
81,780
-19,310
-19% -$806K 0.02% 284
2023
Q3 		$3.83M Sell
101,090
-200
-0.2% -$8.46K 0.02% 286
2023
Q2 		$4M Buy
101,290
+2,641
+3% +$102K 0.02% 285
2023
Q1 		$3.64M Sell
98,649
-14,800
-13% -$638K 0.02% 291
2022
Q4 		$4.34M Sell
113,449
-11,000
-9% -$419K 0.02% 284
2022
Q3 		$4.26M Sell
124,449
-22,731
-15% -$920K 0.02% 296
2022
Q2 		$5.28M Sell
147,180
-28,637
-16% -$1.1M 0.02% 275
2022
Q1 		$8.16M Sell
175,817
-50,683
-22% -$2.68M 0.03% 288
2021
Q4 		$12.7M Sell
226,500
-49,000
-18% -$2.74M 0.04% 260
2021
Q3 		$14.2M Sell
275,500
-36,539
-12% -$1.73M 0.05% 261
2021
Q2 		$14.5M Buy
+312,039
New +$14.6M 0.05% 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

CI Investments Inc's AX Position: Q2 2026 in Review

CI Investments Inc reduced its Axos Financial (AX) stake by 10% in Q2 2026, selling an estimated $775K and leaving 76,417 shares worth $7.44M. The position accounts for 0.02% of the portfolio, ranked #293.

CI Investments Inc first reported a position in AX in Q2 2021 and has held it in 21 quarters since. The position peaked at $14.5M in Q2 2021. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • CI Investments Inc held 76,417 shares of Axos Financial worth $7.44M as of Q2 2026.
  • CI Investments Inc sold 8,600 Axos Financial shares in Q2 2026, an estimated $775K.
  • Axos Financial made up 0.02% of CI Investments Inc's portfolio in Q2 2026, its #293 holding.
  • CI Investments Inc first reported a position in Axos Financial in Q2 2021 and has held it in 21 quarters since.
  • CI Investments Inc's Axos Financial position peaked at $14.5M in Q2 2021.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.