IC
AX icon

IEQ Capital’s Axos Financial AX Stock Holding History

IEQ Capital’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 		$2.18M Sell
25,589
-5,071
-17% -$462K 0.01% 737
2025
Q4 		$2.64M Sell
30,660
-2,329
-7% -$192K 0.01% 703
2025
Q3 		$2.79M Sell
32,989
-76
-0.2% -$6.62K 0.01% 648
2025
Q2 		$2.51M Buy
33,065
+10,298
+45% +$696K 0.02% 590
2025
Q1 		$1.47M Buy
22,767
+16,873
+286% +$1.14M 0.01% 656
2024
Q4 		$412K Buy
+5,894
New +$430K ﹤0.01% 912

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

IEQ Capital's AX Position: Q1 2026 in Review

IEQ Capital reduced its Axos Financial (AX) stake by 17% in Q1 2026, selling an estimated $462K and leaving 25,589 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #737.

IEQ Capital first reported a position in AX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.79M in Q3 2025. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • IEQ Capital held 25,589 shares of Axos Financial worth $2.18M as of Q1 2026.
  • IEQ Capital sold 5,071 Axos Financial shares in Q1 2026, an estimated $462K.
  • Axos Financial made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #737 holding.
  • IEQ Capital first reported a position in Axos Financial in Q4 2024 and has held it in 6 quarters since.
  • IEQ Capital's Axos Financial position peaked at $2.79M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.