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Connors Investor Services’s Axos Financial AX Stock Holding History

Connors Investor Services’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
Q1 		$2.81M Sell
33,063
-5,165
-14% -$471K 0.26% 71
2025
Q4 		$3.29M Sell
38,228
-990
-3% -$81.5K 0.28% 70
2025
Q3 		$3.32M Sell
39,218
-825
-2% -$71.9K 0.28% 63
2025
Q2 		$3.04M Buy
40,043
+84
+0.2% +$5.68K 0.27% 67
2025
Q1 		$2.58M Sell
39,959
-287
-0.7% -$19.5K 0.26% 70
2024
Q4 		$2.81M Sell
40,246
-510
-1% -$37.2K 0.26% 72
2024
Q3 		$2.56M Sell
40,756
-946
-2% -$62.2K 0.25% 75
2024
Q2 		$2.38M Sell
41,702
-1,681
-4% -$91.4K 0.25% 75
2024
Q1 		$2.34M Sell
43,383
-3,062
-7% -$161K 0.25% 80
2023
Q4 		$2.54M Buy
46,445
+597
+1% +$24.9K 0.28% 73
2023
Q3 		$1.72M Sell
45,848
-32,116
-41% -$1.36M 0.21% 86
2023
Q2 		$3.08M Sell
77,964
-1,511
-2% -$58.6K 0.35% 66
2023
Q1 		$2.93M Sell
79,475
-27,760
-26% -$1.2M 0.34% 70
2022
Q4 		$4.1M Buy
107,235
+125
+0.1% +$4.76K 0.51% 52
2022
Q3 		$3.67M Sell
107,110
-1,084
-1% -$43.9K 0.48% 55
2022
Q2 		$3.88M Sell
108,194
-4,549
-4% -$175K 0.49% 52
2022
Q1 		$5.23M Buy
112,743
+2,660
+2% +$141K 0.54% 50
2021
Q4 		$6.16M Sell
110,083
-24,391
-18% -$1.36M 0.6% 53
2021
Q3 		$6.93M Buy
134,474
+4,060
+3% +$193K 0.73% 51
2021
Q2 		$6.05M Sell
130,414
-707
-0.5% -$33K 0.63% 51
2021
Q1 		$6.16M Sell
131,121
-9,465
-7% -$426K 0.7% 48
2020
Q4 		$5.28M Sell
140,586
-1,588
-1% -$50.2K 0.65% 45
2020
Q3 		$3.31M Buy
142,174
+4,770
+3% +$109K 0.46% 54
2020
Q2 		$3.03M Buy
137,404
+5,850
+4% +$119K 0.45% 54
2020
Q1 		$2.38M Sell
131,554
-341
-0.3% -$8.57K 0.41% 51
2019
Q4 		$3.99M Buy
131,895
+2,617
+2% +$76.5K 0.51% 47
2019
Q3 		$3.58M Buy
129,278
+499
+0.4% +$13.4K 0.49% 47
2019
Q2 		$3.51M Sell
128,779
-218
-0.2% -$6.42K 0.47% 56
2019
Q1 		$3.74M Buy
128,997
+2,340
+2% +$70.1K 0.51% 50
2018
Q4 		$3.19M Buy
126,657
+35,737
+39% +$1.08M 0.5% 50
2018
Q3 		$3.13M Sell
90,920
-1,357
-1% -$52.1K 0.42% 63
2018
Q2 		$3.77M Sell
92,277
-5,254
-5% -$218K 0.53% 53
2018
Q1 		$3.95M Sell
97,531
-37,425
-28% -$1.36M 0.58% 53
2017
Q4 		$4.04M Sell
134,956
-546
-0.4% -$14.9K 0.58% 49
2017
Q3 		$3.86M Sell
135,502
-772
-0.6% -$20.2K 0.58% 51
2017
Q2 		$3.23M Buy
136,274
+74,638
+121% +$1.77M 0.51% 57
2017
Q1 		$1.61M Buy
+61,636
New +$1.78M 0.27% 86

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Connors Investor Services's AX Position: Q1 2026 in Review

Connors Investor Services reduced its Axos Financial (AX) stake by 14% in Q1 2026, selling an estimated $471K and leaving 33,063 shares worth $2.81M. The position accounts for 0.26% of the portfolio, ranked #71.

Connors Investor Services first reported a position in AX in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.93M in Q3 2021. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Connors Investor Services held 33,063 shares of Axos Financial worth $2.81M as of Q1 2026.
  • Connors Investor Services sold 5,165 Axos Financial shares in Q1 2026, an estimated $471K.
  • Axos Financial made up 0.26% of Connors Investor Services's portfolio in Q1 2026, its #71 holding.
  • Connors Investor Services first reported a position in Axos Financial in Q1 2017 and has held it in 37 quarters since.
  • Connors Investor Services's Axos Financial position peaked at $6.93M in Q3 2021.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Connors Investor Services's 13F filing for Q1 2026, filed 15 May 2026.