First Eagle Investment Management
AX icon

First Eagle Investment Management’s Axos Financial AX Stock Holding History

First Eagle Investment 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 		$20.8M Buy
213,312
+48,700
+30% +$4.39M 0.03% 128
2026
Q1 		$14M Buy
164,612
+22,325
+16% +$2.03M 0.02% 134
2025
Q4 		$12.3M Buy
142,287
+2,539
+2% +$209K 0.02% 133
2025
Q3 		$11.8M Buy
139,748
+4,576
+3% +$399K 0.02% 137
2025
Q2 		$10.3M Sell
135,172
-27,100
-17% -$1.83M 0.02% 152
2025
Q1 		$10.5M Sell
162,272
-39,500
-20% -$2.68M 0.02% 142
2024
Q4 		$14.1M Sell
201,772
-3,600
-2% -$263K 0.03% 121
2024
Q3 		$12.9M Sell
205,372
-8,200
-4% -$539K 0.03% 140
2024
Q2 		$12.2M Buy
213,572
+26,000
+14% +$1.41M 0.03% 140
2024
Q1 		$10.1M Buy
187,572
+12,650
+7% +$666K 0.02% 160
2023
Q4 		$9.55M Buy
174,922
+64,939
+59% +$2.71M 0.02% 152
2023
Q3 		$4.16M Buy
109,983
+33,825
+44% +$1.43M 0.01% 240
2023
Q2 		$3M Buy
76,158
+61,155
+408% +$2.37M 0.01% 257
2023
Q1 		$554K Sell
15,003
-25,000
-62% -$1.08M ﹤0.01% 345
2022
Q4 		$1.53M Sell
40,003
-23,968
-37% -$914K ﹤0.01% 295
2022
Q3 		$2.19M Sell
63,971
-21,500
-25% -$870K 0.01% 201
2022
Q2 		$3.06M Buy
85,471
+36,957
+76% +$1.42M 0.01% 126
2022
Q1 		$2.25M Buy
48,514
+29,546
+156% +$1.56M 0.01% 158
2021
Q4 		$1.06M Buy
18,968
+15,000
+378% +$839K ﹤0.01% 150
2021
Q3 		$205K Buy
3,968
+3,200
+417% +$152K ﹤0.01% 256
2021
Q2 		$36K Buy
+768
New +$35.9K ﹤0.01% 245

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

First Eagle Investment Management's AX Position: Q2 2026 in Review

First Eagle Investment Management increased its Axos Financial (AX) stake by 30% in Q2 2026, buying an estimated $4.39M and bringing the position to 213,312 shares worth $20.8M. The position accounts for 0.03% of the portfolio, ranked #128.

First Eagle Investment Management first reported a position in AX in Q2 2021 and has held it in 21 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • First Eagle Investment Management held 213,312 shares of Axos Financial worth $20.8M as of Q2 2026.
  • First Eagle Investment Management bought 48,700 Axos Financial shares in Q2 2026, an estimated $4.39M.
  • Axos Financial made up 0.03% of First Eagle Investment Management's portfolio in Q2 2026, its #128 holding.
  • First Eagle Investment Management first reported a position in Axos Financial in Q2 2021 and has held it in 21 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on First Eagle Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.