Csenge Advisory Group’s Axos Financial AX Stock Holding History

Csenge Advisory Group’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	$1.11M	Sell	11,370 -2,935	-21%	-$264K	0.04%	297
2026 Q1	$1.22M	Sell	14,305 -6,244	-30%	-$569K	0.06%	261
2025 Q4	$1.77M	Buy	20,549 +4,550	+28%	+$375K	0.08%	200
2025 Q3	$1.35M	Buy	15,999 +7,770	+94%	+$677K	0.06%	231
2025 Q2	$572K	Sell	8,229 -48	-0.6%	-$3.24K	0.03%	393
2025 Q1	$498K	Buy	8,277 +1,948	+31%	+$132K	0.03%	397
2024 Q4	$442K	Buy	6,329 +2,248	+55%	+$164K	0.02%	455
2024 Q3	$262K	Buy	+4,081	New	+$268K	0.01%	599
2018 Q4	–	Sell	-16	Closed	–	–	308
2018 Q3	$0	Buy	+16	New	+$615	﹤0.01%	1061

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Csenge Advisory Group's AX Position: Q2 2026 in Review

Csenge Advisory Group reduced its Axos Financial (AX) stake by 21% in Q2 2026, selling an estimated $264K and leaving 11,370 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #297.

Csenge Advisory Group first reported a position in AX in Q3 2018 and has held it in 9 quarters since. The position peaked at $1.77M in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Csenge Advisory Group held 11,370 shares of Axos Financial worth $1.11M as of Q2 2026.
Csenge Advisory Group sold 2,935 Axos Financial shares in Q2 2026, an estimated $264K.
Axos Financial made up 0.04% of Csenge Advisory Group's portfolio in Q2 2026, its #297 holding.
Csenge Advisory Group first reported a position in Axos Financial in Q3 2018 and has held it in 9 quarters since.
Csenge Advisory Group's Axos Financial position peaked at $1.77M in Q4 2025.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.