Graham Capital Management’s Axos Financial AX Stock Holding History

Graham 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	$222K	Buy	+2,281	New	+$206K	﹤0.01%	1003
2025 Q3	–	Sell	-4,432	Closed	-$337K	–	1247
2025 Q2	$337K	Buy	+4,432	New	+$300K	0.01%	954
2024 Q4	–	Sell	-3,379	Closed	-$212K	–	1230
2024 Q3	$212K	Sell	3,379 -19,466	-85%	-$1.28M	﹤0.01%	891
2024 Q2	$1.31M	Buy	+22,845	New	+$1.24M	0.03%	348
2023 Q2	–	Sell	-6,243	Closed	-$230K	–	966
2023 Q1	$230K	Buy	+6,243	New	+$269K	0.01%	933
2022 Q4	–	Sell	-24,895	Closed	-$852K	–	1049
2022 Q3	$852K	Buy	+24,895	New	+$1.01M	0.03%	551

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 $3.38T AUM 44.17% 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

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

Graham Capital Management opened a new position in Axos Financial (AX) in Q2 2026: 2,281 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Graham Capital Management previously reported a position in AX as recently as Q2 2025.

Graham Capital Management first reported a position in AX in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.31M in Q2 2024. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Graham Capital Management held 2,281 shares of Axos Financial worth $222K as of Q2 2026.
Axos Financial was a new Graham Capital Management position in Q2 2026.
Axos Financial made up ﹤0.01% of Graham Capital Management's portfolio in Q2 2026, its #1003 holding.
Graham Capital Management first reported a position in Axos Financial in Q3 2022 and has held it in 6 quarters since.
Graham Capital Management's Axos Financial position peaked at $1.31M in Q2 2024.
387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.