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CIBC Bancorp USA’s Axos Financial AX Stock Holding History

CIBC Bancorp USA’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 		$304K Buy
3,126
+351
+13% +$31.6K ﹤0.01% 1526
2026
Q1 		$236K Buy
+2,775
New +$253K ﹤0.01% 1531
2025
Q3 		$491K Buy
+5,802
New +$506K ﹤0.01% 880

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIBC Bancorp USA's AX Position: Q2 2026 in Review

CIBC Bancorp USA increased its Axos Financial (AX) stake by 13% in Q2 2026, buying an estimated $31.6K and bringing the position to 3,126 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

CIBC Bancorp USA first reported a position in AX in Q3 2025 and has held it in 3 quarters since. The position peaked at $491K in Q3 2025. 358 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • CIBC Bancorp USA held 3,126 shares of Axos Financial worth $304K as of Q2 2026.
  • CIBC Bancorp USA bought 351 Axos Financial shares in Q2 2026, an estimated $31.6K.
  • Axos Financial made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #1526 holding.
  • CIBC Bancorp USA first reported a position in Axos Financial in Q3 2025 and has held it in 3 quarters since.
  • CIBC Bancorp USA's Axos Financial position peaked at $491K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.