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Illinois Municipal Retirement Fund’s Axos Financial AX Stock Holding History

Illinois Municipal Retirement Fund’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 		$2.87M Buy
29,515
+397
+1% +$35.8K 0.03% 510
2026
Q1 		$2.48M Sell
29,118
-213
-0.7% -$19.4K 0.03% 519
2025
Q4 		$2.53M Buy
29,331
+1,520
+5% +$125K 0.03% 511
2025
Q3 		$2.35M Sell
27,811
-364
-1% -$31.7K 0.03% 544
2025
Q2 		$2.14M Sell
28,175
-952
-3% -$64.3K 0.03% 567
2025
Q1 		$1.88M Sell
29,127
-789
-3% -$53.5K 0.03% 598
2024
Q4 		$2.09M Buy
29,916
+196
+0.7% +$14.3K 0.03% 567
2024
Q3 		$1.87M Buy
29,720
+2,031
+7% +$133K 0.03% 623
2024
Q2 		$1.58M Sell
27,689
-2,443
-8% -$133K 0.02% 657
2024
Q1 		$1.63M Buy
30,132
+2,649
+10% +$139K 0.02% 646
2023
Q4 		$1.5M Sell
27,483
-3,487
-11% -$146K 0.03% 661
2023
Q3 		$1.17M Buy
+30,970
New +$1.31M 0.02% 728

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

Illinois Municipal Retirement Fund's AX Position: Q2 2026 in Review

Illinois Municipal Retirement Fund increased its Axos Financial (AX) stake by 1.4% in Q2 2026, buying an estimated $35.8K and bringing the position to 29,515 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #510.

Illinois Municipal Retirement Fund first reported a position in AX in Q3 2023 and has held it in 12 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Illinois Municipal Retirement Fund held 29,515 shares of Axos Financial worth $2.87M as of Q2 2026.
  • Illinois Municipal Retirement Fund bought 397 Axos Financial shares in Q2 2026, an estimated $35.8K.
  • Axos Financial made up 0.03% of Illinois Municipal Retirement Fund's portfolio in Q2 2026, its #510 holding.
  • Illinois Municipal Retirement Fund first reported a position in Axos Financial in Q3 2023 and has held it in 12 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q2 2026, filed 12 Aug 2026.