Denali Advisors’s Axos Financial AX Stock Holding History

Denali 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	$2.35M	Buy	+24,134	New	+$2.17M	0.24%	114
2022 Q2	–	Sell	-80,900	Closed	-$3.75M	–	382
2022 Q1	$3.75M	Buy	80,900 +4,100	+5%	+$217K	1.45%	25
2021 Q4	$4.29M	Buy	76,800 +9,800	+15%	+$548K	1.61%	11
2021 Q3	$3.45M	Buy	+67,000	New	+$3.18M	1.44%	24
2021 Q1	–	Sell	-77,300	Closed	-$2.9M	–	370
2020 Q4	$2.9M	Buy	77,300 +8,400	+12%	+$266K	0.5%	77
2020 Q3	$1.61M	Buy	+68,900	New	+$1.57M	0.32%	104

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

Denali Advisors's AX Position: Q2 2026 in Review

Denali Advisors opened a new position in Axos Financial (AX) in Q2 2026: 24,134 shares worth $2.35M. The stake represents 0.24% of the portfolio and ranks #114 among its holdings. This is a return to the name: Denali Advisors previously reported a position in AX as recently as Q1 2022.

Denali Advisors first reported a position in AX in Q3 2020 and has held it in 6 quarters since. The position peaked at $4.29M in Q4 2021. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Denali Advisors held 24,134 shares of Axos Financial worth $2.35M as of Q2 2026.
Axos Financial was a new Denali Advisors position in Q2 2026.
Axos Financial made up 0.24% of Denali Advisors's portfolio in Q2 2026, its #114 holding.
Denali Advisors first reported a position in Axos Financial in Q3 2020 and has held it in 6 quarters since.
Denali Advisors's Axos Financial position peaked at $4.29M in Q4 2021.
385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.