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 Q2	$335K	Hold	3,442	–	–	0.02%	585
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	$435K	Hold	8,590	–	–	0.03%	426
2024 Q1	$464K	Hold	8,590	–	–	0.03%	427
2023 Q4	$469K	Hold	8,590	–	–	0.03%	419
2023 Q3	$325K	Hold	8,590	–	–	0.03%	517
2023 Q2	$325K	Hold	8,590	–	–	0.03%	495
2023 Q1	$317K	Hold	8,590	–	–	0.03%	516
2022 Q4	$328K	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 $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

Everence Capital Management's AX Position: Q2 2026 in Review

Everence Capital Management held its Axos Financial (AX) position steady in Q2 2026 at 3,442 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #585.

Everence Capital Management first reported a position in AX in Q1 2019 and has held it in 26 quarters since. The position peaked at $540K in Q3 2024. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Everence Capital Management held 3,442 shares of Axos Financial worth $335K as of Q2 2026.
Everence Capital Management left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #585 holding.
Everence Capital Management first reported a position in Axos Financial in Q1 2019 and has held it in 26 quarters since.
Everence Capital Management's Axos Financial position peaked at $540K in Q3 2024.
385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.