Counterpoint Mutual Funds’s Axos Financial AX Stock Holding History

Counterpoint Mutual Funds’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 Q3	$585K	Buy	+6,755	New	+$652K	0.05%	165

Other funds holding AX

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Counterpoint Mutual Funds's AX Position: Q3 2026 in Review

Counterpoint Mutual Funds opened a new position in Axos Financial (AX) in Q3 2026: 6,755 shares worth $585K. The stake represents 0.05% of the portfolio and ranks #165 among its holdings.

28 funds tracked by Wall St. Rank hold AX as of Q3 2026.

Counterpoint Mutual Funds held 6,755 shares of Axos Financial worth $585K as of Q3 2026.
Axos Financial was a new Counterpoint Mutual Funds position in Q3 2026.
Axos Financial made up 0.05% of Counterpoint Mutual Funds's portfolio in Q3 2026, its #165 holding.
28 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.