Gator Capital Management’s Axos Financial AX Stock Holding History

Gator 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	$16.2M	Sell	166,475 -20,365	-11%	-$1.84M	3.4%	6
2026 Q1	$15.9M	Buy	186,840 +10,500	+6%	+$957K	3.25%	7
2025 Q4	$15.2M	Buy	176,340 +22,285	+14%	+$1.84M	3.08%	5
2025 Q3	$13M	Buy	154,055 +825	+0.5%	+$71.9K	3.31%	4
2025 Q2	$11.7M	Hold	153,230	–	–	3.61%	4
2025 Q1	$9.89M	Buy	153,230 +210	+0.1%	+$14.2K	3.77%	6
2024 Q4	$10.7M	Sell	153,020 -160	-0.1%	-$11.7K	4.02%	4
2024 Q3	$9.63M	Sell	153,180 -4,000	-3%	-$263K	4.26%	5
2024 Q2	$8.98M	Buy	+157,180	New	+$8.55M	4.56%	3
2024 Q1	–	Sell	-146,680	Closed	-$8.01M	–	64
2023 Q4	$8.01M	Hold	146,680	–	–	4.43%	5
2023 Q3	$5.55M	Buy	146,680 +11,900	+9%	+$503K	3.93%	9
2023 Q2	$5.32M	Buy	134,780 +28,700	+27%	+$1.11M	3.74%	8
2023 Q1	$3.92M	Hold	106,080	–	–	3.04%	14
2022 Q4	$4.05M	Buy	106,080 +27,200	+34%	+$1.04M	2.98%	13
2022 Q3	$2.7M	Hold	78,880	–	–	2.26%	17
2022 Q2	$2.83M	Hold	78,880	–	–	2.37%	16
2022 Q1	$3.66M	Hold	78,880	–	–	2.68%	14
2021 Q4	$4.41M	Buy	+78,880	New	+$4.41M	3.19%	12

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

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

Gator Capital Management reduced its Axos Financial (AX) stake by 11% in Q2 2026, selling an estimated $1.84M and leaving 166,475 shares worth $16.2M. The position accounts for 3.4% of the portfolio, ranked #6.

Gator Capital Management first reported a position in AX in Q4 2021 and has held it in 18 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Gator Capital Management held 166,475 shares of Axos Financial worth $16.2M as of Q2 2026.
Gator Capital Management sold 20,365 Axos Financial shares in Q2 2026, an estimated $1.84M.
Axos Financial made up 3.4% of Gator Capital Management's portfolio in Q2 2026, its #6 holding.
Gator Capital Management first reported a position in Axos Financial in Q4 2021 and has held it in 18 quarters since.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

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