FGP
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Foyston, Gordon, & Payne’s Axos Financial AX Stock Holding History

Foyston, Gordon, & Payne’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 		$514K Hold
5,282
– – 0.11% 62
2026
Q1 		$449K Buy
5,282
+93
+2% +$8.47K 0.1% 61
2025
Q4 		$447K Buy
5,189
+424
+9% +$34.9K 0.1% 52
2025
Q3 		$403K Buy
4,765
+224
+5% +$19.5K 0.09% 52
2025
Q2 		$345K Buy
4,541
+820
+22% +$55.4K 0.08% 50
2025
Q1 		$240K Buy
+3,721
New +$252K 0.06% 56

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

Foyston, Gordon, & Payne's AX Position: Q2 2026 in Review

Foyston, Gordon, & Payne held its Axos Financial (AX) position steady in Q2 2026 at 5,282 shares worth $514K. The position accounts for 0.11% of the portfolio, ranked #62.

Foyston, Gordon, & Payne first reported a position in AX in Q1 2025 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Foyston, Gordon, & Payne held 5,282 shares of Axos Financial worth $514K as of Q2 2026.
  • Foyston, Gordon, & Payne left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up 0.11% of Foyston, Gordon, & Payne's portfolio in Q2 2026, its #62 holding.
  • Foyston, Gordon, & Payne first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Foyston, Gordon, & Payne's 13F filing for Q2 2026, filed 12 Aug 2026.