Horizon Investment Services’s Axos Financial AX Stock Holding History

Horizon Investment Services’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	–	Sell	-12,592	Closed	-$1.07M	–	144
2026 Q1	$1.07M	Buy	12,592 +2,096	+20%	+$191K	0.37%	58
2025 Q4	$904K	Sell	10,496 -4,090	-28%	-$337K	0.33%	61
2025 Q3	$1.23M	Buy	14,586 +10,913	+297%	+$951K	0.47%	49
2025 Q2	$279K	Buy	+3,673	New	+$248K	0.12%	97
2013 Q4	–	Sell	-129,032	Closed	-$2.09M	–	114
2013 Q3	$2.09M	Sell	129,032 -57,348	-31%	-$854K	1.43%	35
2013 Q2	$2.13M	Buy	+186,380	New	+$1.94M	1.69%	29

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

Horizon Investment Services's AX Position: Q2 2026 in Review

Horizon Investment Services sold out of Axos Financial (AX) in Q2 2026, closing a stake of 12,592 shares — an estimated $1.07M sold.

Horizon Investment Services first reported a position in AX in Q2 2013 and held it in 6 quarters. The position peaked at $2.13M in Q2 2013. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Horizon Investment Services reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
Horizon Investment Services sold 12,592 Axos Financial shares in Q2 2026, an estimated $1.07M.
Horizon Investment Services first reported a position in Axos Financial in Q2 2013 and held it in 6 quarters.
Horizon Investment Services's Axos Financial position peaked at $2.13M in Q2 2013.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.