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 Q1	$15.9M	Buy	186,840 +10,500	+6%	+$957K	3.39%	7
2025 Q4	$15.2M	Buy	176,340 +22,285	+14%	+$1.84M	3.14%	5
2025 Q3	$13M	Buy	154,055 +825	+0.5%	+$71.9K	3.34%	4
2025 Q2	$11.7M	Hold	153,230	–	–	3.63%	4
2025 Q1	$9.89M	Buy	153,230 +210	+0.1%	+$14.2K	3.78%	6
2024 Q4	$10.7M	Sell	153,020 -160	-0.1%	-$11.7K	4.04%	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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return