HCA
AX icon

Harbor Capital Advisors’s Axos Financial AX Stock Holding History

Harbor Capital Advisors’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 		$39K Buy
+456
New +$41.6K ﹤0.01% 699
2025
Q3 		– Sell
-333
Closed -$25K – 1354
2025
Q2 		$25K Buy
333
+28
+9% +$1.89K ﹤0.01% 766
2025
Q1 		$20K Buy
305
+99
+48% +$6.71K ﹤0.01% 803
2024
Q4 		$14K Sell
206
-3
-1% -$219 ﹤0.01% 870
2024
Q3 		$13K Buy
+209
New +$13.7K ﹤0.01% 885

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
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
DAM
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

Harbor Capital Advisors's AX Position: Q1 2026 in Review

Harbor Capital Advisors opened a new position in Axos Financial (AX) in Q1 2026: 456 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Harbor Capital Advisors previously reported a position in AX as recently as Q2 2025.

Harbor Capital Advisors first reported a position in AX in Q3 2024 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Harbor Capital Advisors held 456 shares of Axos Financial worth $39K as of Q1 2026.
  • Axos Financial was a new Harbor Capital Advisors position in Q1 2026.
  • Axos Financial made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #699 holding.
  • Harbor Capital Advisors first reported a position in Axos Financial in Q3 2024 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.