Everence Capital Management’s Axos Financial AX Stock Holding History

Everence Capital Management’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	$293K	Sell	3,442 -1,888	-35%	-$172K	0.02%	581
2025 Q4	$459K	Hold	5,330	–	–	0.03%	421
2025 Q3	$451K	Hold	5,330	–	–	0.03%	429
2025 Q2	$405K	Hold	5,330	–	–	0.03%	442
2025 Q1	$344K	Hold	5,330	–	–	0.02%	512
2024 Q4	$372K	Sell	5,330 -3,260	-38%	-$238K	0.02%	481
2024 Q3	$540K	Hold	8,590	–	–	0.03%	407
2024 Q2	$435	Hold	8,590	–	–	0.03%	426
2024 Q1	$464	Hold	8,590	–	–	0.03%	427
2023 Q4	$469K	Hold	8,590	–	–	0.03%	419
2023 Q3	$325	Hold	8,590	–	–	0.03%	517
2023 Q2	$325K	Hold	8,590	–	–	0.03%	495
2023 Q1	$317	Hold	8,590	–	–	0.03%	516
2022 Q4	$328	Hold	8,590	–	–	0.03%	507
2022 Q3	$294K	Hold	8,590	–	–	0.03%	521
2022 Q2	$308K	Hold	8,590	–	–	0.03%	508
2022 Q1	$398K	Hold	8,590	–	–	0.03%	483
2021 Q4	$480K	Hold	8,590	–	–	0.04%	437
2021 Q3	$443K	Hold	8,590	–	–	0.04%	434
2021 Q2	$398K	Hold	8,590	–	–	0.03%	469
2021 Q1	$404K	Hold	8,590	–	–	0.04%	441
2020 Q4	$322K	Hold	8,590	–	–	0.03%	488
2020 Q3	$200K	Buy	+8,590	New	+$196K	0.02%	584
2020 Q1	–	Sell	-7,150	Closed	-$217K	–	640
2019 Q4	$217K	Buy	+7,150	New	+$209K	0.03%	589
2019 Q2	–	Sell	-7,150	Closed	-$207K	–	646
2019 Q1	$207K	Buy	+7,150	New	+$214K	0.04%	540

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Everence Capital Management's AX Position: Q1 2026 in Review

Everence Capital Management reduced its Axos Financial (AX) stake by 35% in Q1 2026, selling an estimated $172K and leaving 3,442 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #581.

Everence Capital Management first reported a position in AX in Q1 2019 and has held it in 25 quarters since. The position peaked at $540K in Q3 2024. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

Everence Capital Management held 3,442 shares of Axos Financial worth $293K as of Q1 2026.
Everence Capital Management sold 1,888 Axos Financial shares in Q1 2026, an estimated $172K.
Axos Financial made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #581 holding.
Everence Capital Management first reported a position in Axos Financial in Q1 2019 and has held it in 25 quarters since.
Everence Capital Management's Axos Financial position peaked at $540K in Q3 2024.
384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.