EF
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Empirical Finance’s Axos Financial AX Stock Holding History

Empirical Finance’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 		$14.9M Sell
152,847
-25,434
-14% -$2.29M 0.62% 28
2026
Q1 		$15.2M Buy
178,281
+82,715
+87% +$7.54M 0.71% 24
2025
Q4 		$8.23M Buy
95,566
+25,800
+37% +$2.12M 0.39% 47
2025
Q3 		$5.91M Buy
69,766
+15,133
+28% +$1.32M 0.28% 68
2025
Q2 		$4.15M Buy
54,633
+13,118
+32% +$887K 0.22% 99
2025
Q1 		$2.68M Buy
+41,515
New +$2.82M 0.16% 119

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empirical Finance's AX Position: Q2 2026 in Review

Empirical Finance reduced its Axos Financial (AX) stake by 14% in Q2 2026, selling an estimated $2.29M and leaving 152,847 shares worth $14.9M. The position accounts for 0.62% of the portfolio, ranked #28.

Empirical Finance first reported a position in AX in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.2M in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Empirical Finance held 152,847 shares of Axos Financial worth $14.9M as of Q2 2026.
  • Empirical Finance sold 25,434 Axos Financial shares in Q2 2026, an estimated $2.29M.
  • Axos Financial made up 0.62% of Empirical Finance's portfolio in Q2 2026, its #28 holding.
  • Empirical Finance first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
  • Empirical Finance's Axos Financial position peaked at $15.2M in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.