EC
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EJF Capital’s Axos Financial AX Stock Holding History

EJF Capital’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 		$436K Sell
5,120
-381
-7% -$34.7K 0.31% 62
2025
Q4 		$474K Sell
5,501
-1,694
-24% -$140K 0.27% 67
2025
Q3 		$609K Sell
7,195
-3,061
-30% -$267K 0.35% 62
2025
Q2 		$780K Buy
10,256
+256
+3% +$17.3K 0.62% 49
2025
Q1 		$645K Buy
10,000
+12
+0.1% +$814 0.41% 60
2024
Q4 		$698K Sell
9,988
-12
-0.1% -$876 0.48% 59
2024
Q3 		$629K Sell
10,000
-20,943
-68% -$1.38M 0.42% 63
2024
Q2 		$1.77M Sell
30,943
-21,450
-41% -$1.17M 1.31% 33
2024
Q1 		$2.83M Sell
52,393
-43,651
-45% -$2.3M 1.97% 19
2023
Q4 		$5.24M Sell
96,044
-15,719
-14% -$656K 2.74% 6
2023
Q3 		$4.23M Buy
111,763
+78,155
+233% +$3.31M 1.86% 9
2023
Q2 		$1.33M Buy
+33,608
New +$1.3M 0.61% 42

Other funds holding AX

BlackRock
BlackRock New York $5.7T 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