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Concurrent Investment Advisors’s Axos Financial AX Stock Holding History

Concurrent 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
2026
Q2 		$752K Sell
7,726
-490
-6% -$44.2K 0.01% 1166
2026
Q1 		$699K Sell
8,216
-4,016
-33% -$366K 0.01% 1050
2025
Q4 		$1.05M Buy
12,232
+6,597
+117% +$543K 0.01% 805
2025
Q3 		$477K Buy
5,635
+225
+4% +$19.6K 0.01% 936
2025
Q2 		$411K Buy
5,410
+293
+6% +$19.8K 0.01% 923
2025
Q1 		$330K Buy
+5,117
New +$347K 0.01% 877
2024
Q1 		– Sell
-7,009
Closed -$383K – 929
2023
Q4 		$383K Buy
+7,009
New +$292K 0.02% 564

Other funds holding AX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Axos Financial (AX) stake by 6% in Q2 2026, selling an estimated $44.2K and leaving 7,726 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #1166.

Concurrent Investment Advisors first reported a position in AX in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 97 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Concurrent Investment Advisors held 7,726 shares of Axos Financial worth $752K as of Q2 2026.
  • Concurrent Investment Advisors sold 490 Axos Financial shares in Q2 2026, an estimated $44.2K.
  • Axos Financial made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1166 holding.
  • Concurrent Investment Advisors first reported a position in Axos Financial in Q4 2023 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's Axos Financial position peaked at $1.05M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.