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 Q2	$487K	Sell	5,000 -120	-2%	-$10.8K	0.33%	64
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 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

EJF Capital's AX Position: Q2 2026 in Review

EJF Capital reduced its Axos Financial (AX) stake by 2.3% in Q2 2026, selling an estimated $10.8K and leaving 5,000 shares worth $487K. The position accounts for 0.33% of the portfolio, ranked #64.

EJF Capital first reported a position in AX in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.24M in Q4 2023. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

EJF Capital held 5,000 shares of Axos Financial worth $487K as of Q2 2026.
EJF Capital sold 120 Axos Financial shares in Q2 2026, an estimated $10.8K.
Axos Financial made up 0.33% of EJF Capital's portfolio in Q2 2026, its #64 holding.
EJF Capital first reported a position in Axos Financial in Q2 2023 and has held it in 13 quarters since.
EJF Capital's Axos Financial position peaked at $5.24M in Q4 2023.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on EJF Capital's 13F filing for Q2 2026, filed 13 Aug 2026.