HCA
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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
Q2 		$44K Sell
450
-6
-1% -$541 ﹤0.01% 703
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 $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 $3.38T AUM 44.17% 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

Harbor Capital Advisors's AX Position: Q2 2026 in Review

Harbor Capital Advisors reduced its Axos Financial (AX) stake by 1.3% in Q2 2026, selling an estimated $541 and leaving 450 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Harbor Capital Advisors first reported a position in AX in Q3 2024 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Harbor Capital Advisors held 450 shares of Axos Financial worth $44K as of Q2 2026.
  • Harbor Capital Advisors sold 6 Axos Financial shares in Q2 2026, an estimated $541.
  • Axos Financial made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #703 holding.
  • Harbor Capital Advisors first reported a position in Axos Financial in Q3 2024 and has held it in 6 quarters since.
  • 387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.