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
Q2 		$929K Sell
9,540
-16,049
-63% -$1.45M ﹤0.01% 1126
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 $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 $3.37T AUM 44.26% 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

IEQ Capital's AX Position: Q2 2026 in Review

IEQ Capital reduced its Axos Financial (AX) stake by 63% in Q2 2026, selling an estimated $1.45M and leaving 9,540 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

IEQ Capital first reported a position in AX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q3 2025. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • IEQ Capital held 9,540 shares of Axos Financial worth $929K as of Q2 2026.
  • IEQ Capital sold 16,049 Axos Financial shares in Q2 2026, an estimated $1.45M.
  • Axos Financial made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1126 holding.
  • IEQ Capital first reported a position in Axos Financial in Q4 2024 and has held it in 7 quarters since.
  • IEQ Capital's Axos Financial position peaked at $2.79M in Q3 2025.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.