FCM
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Fieldview Capital Management’s Axos Financial AX Stock Holding History

Fieldview 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 		– Sell
-35,960
Closed -$3.1M – 492
2025
Q4 		$3.1M Sell
35,960
-9,352
-21% -$770K 0.53% 51
2025
Q3 		$3.84M Buy
45,312
+9,731
+27% +$848K 0.63% 41
2025
Q2 		$2.71M Buy
35,581
+2,416
+7% +$163K 0.41% 94
2025
Q1 		$2.14M Buy
33,165
+7,299
+28% +$495K 0.3% 126
2024
Q4 		$1.81M Buy
+25,866
New +$1.89M 0.28% 108

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fieldview Capital Management sold out of Axos Financial (AX) in Q1 2026, closing a stake of 35,960 shares — an estimated $3.1M sold.

Fieldview Capital Management first reported a position in AX in Q4 2024 and held it in 5 quarters. The position peaked at $3.84M in Q3 2025. 386 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Fieldview Capital Management reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • Fieldview Capital Management sold 35,960 Axos Financial shares in Q1 2026, an estimated $3.1M.
  • Fieldview Capital Management first reported a position in Axos Financial in Q4 2024 and held it in 5 quarters.
  • Fieldview Capital Management's Axos Financial position peaked at $3.84M in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Fieldview Capital Management's 13F filing for Q1 2026, filed 14 May 2026.