CIM Investment Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $360K | Buy |
4,235
+67
| +2% | +$6.11K | 0.1% | 174 |
|
|
2025
Q4 | $359K | Hold |
4,168
| – | – | 0.09% | 166 |
|
|
2025
Q3 | $353K | Sell |
4,168
-4,490
| -52% | -$391K | 0.1% | 165 |
|
|
2025
Q2 | $631K | Buy |
8,658
+4,345
| +101% | +$294K | 0.12% | 154 |
|
|
2025
Q1 | $278K | Sell |
4,313
-103
| -2% | -$6.99K | 0.06% | 191 |
|
|
2024
Q4 | $308K | Hold |
4,416
| – | – | 0.09% | 186 |
|
|
2024
Q3 | $278K | Hold |
4,416
| – | – | 0.08% | 193 |
|
|
2024
Q2 | $252K | Sell |
4,416
-1,049
| -19% | -$57.1K | 0.08% | 199 |
|
|
2024
Q1 | $295K | Hold |
5,465
| – | – | 0.09% | 208 |
|
|
2023
Q4 | $298K | Hold |
5,465
| – | – | 0.1% | 203 |
|
|
2023
Q3 | $207K | Hold |
5,465
| – | – | 0.08% | 245 |
|
|
2023
Q2 | $216K | Hold |
5,465
| – | – | 0.07% | 239 |
|
|
2023
Q1 | $202K | Buy |
5,465
+188
| +4% | +$8.11K | 0.07% | 240 |
|
|
2022
Q4 | $202K | Buy |
+5,277
| New | +$201K | 0.08% | 223 |
|
|
2022
Q2 | – | Sell |
-5,277
| Closed | -$245K | – | 236 |
|
|
2022
Q1 | $245K | Sell |
5,277
-614
| -10% | -$32.4K | 0.08% | 202 |
|
|
2021
Q4 | $329K | Hold |
5,891
| – | – | 0.1% | 198 |
|
|
2021
Q3 | $304K | Hold |
5,891
| – | – | 0.1% | 198 |
|
|
2021
Q2 | $273K | Sell |
5,891
-2,943
| -33% | -$138K | 0.08% | 228 |
|
|
2021
Q1 | $415K | Sell |
8,834
-526
| -6% | -$23.7K | 0.13% | 159 |
|
|
2020
Q4 | $351K | Hold |
9,360
| – | – | 0.11% | 185 |
|
|
2020
Q3 | $218K | Buy |
9,360
+136
| +1% | +$3.11K | 0.08% | 226 |
|
|
2020
Q2 | $204K | Buy |
+9,224
| New | +$188K | 0.08% | 220 |
|
|
2020
Q1 | – | Sell |
-7,655
| Closed | -$232K | – | 201 |
|
|
2019
Q4 | $232K | Sell |
7,655
-5,985
| -44% | -$175K | 0.09% | 187 |
|
|
2019
Q3 | $377K | Hold |
13,640
| – | – | 0.14% | 181 |
|
|
2019
Q2 | $372K | Buy |
+13,640
| New | +$401K | 0.14% | 185 |
|
|
2018
Q3 | – | Sell |
-5,275
| Closed | -$216K | – | 321 |
|
|
2018
Q2 | $216K | Hold |
5,275
| – | – | 0.07% | 324 |
|
|
2018
Q1 | $214K | Sell |
5,275
-5,270
| -50% | -$192K | 0.07% | 306 |
|
|
2017
Q4 | $315K | Sell |
10,545
-343
| -3% | -$9.33K | 0.11% | 252 |
|
|
2017
Q3 | $310K | Hold |
10,888
| – | – | 0.11% | 247 |
|
|
2017
Q2 | $258K | Sell |
10,888
-340
| -3% | -$8.04K | 0.09% | 307 |
|
|
2017
Q1 | $293K | Sell |
11,228
-11,232
| -50% | -$325K | 0.1% | 269 |
|
|
2016
Q4 | $641K | Hold |
22,460
| – | – | 0.23% | 112 |
|
|
2016
Q3 | $503K | Buy |
22,460
+830
| +4% | +$16.1K | 0.19% | 144 |
|
|
2016
Q2 | $383K | Buy |
21,630
+2,130
| +11% | +$40K | 0.16% | 170 |
|
|
2016
Q1 | $416K | Buy |
+19,500
| New | +$353K | 0.18% | 153 |
|
|
2015
Q3 | – | Sell |
-10,612
| Closed | -$280K | – | 252 |
|
|
2015
Q2 | $280K | Hold |
10,612
| – | – | 0.12% | 178 |
|
|
2015
Q1 | $247K | Hold |
10,612
| – | – | 0.11% | 197 |
|
|
2014
Q4 | $206K | Buy |
+10,612
| New | +$199K | 0.09% | 229 |
|
Other funds holding AX
VPM
VCM
DAM
CIM Investment Management's AX Position: Q1 2026 in Review
CIM Investment Management increased its Axos Financial (AX) stake by 1.6% in Q1 2026, buying an estimated $6.11K and bringing the position to 4,235 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #174.
CIM Investment Management first reported a position in AX in Q4 2014 and has held it in 38 quarters since. The position peaked at $641K in Q4 2016. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.
- CIM Investment Management held 4,235 shares of Axos Financial worth $360K as of Q1 2026.
- CIM Investment Management bought 67 Axos Financial shares in Q1 2026, an estimated $6.11K.
- Axos Financial made up 0.1% of CIM Investment Management's portfolio in Q1 2026, its #174 holding.
- CIM Investment Management first reported a position in Axos Financial in Q4 2014 and has held it in 38 quarters since.
- CIM Investment Management's Axos Financial position peaked at $641K in Q4 2016.
- 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.
Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.