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INTECH Investment Management’s Axos Financial AX Stock Holding History

INTECH Investment Management’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 		$1.23M Sell
12,633
-2,637
-17% -$238K 0.01% 934
2026
Q1 		$1.3M Sell
15,270
-13,764
-47% -$1.25M 0.01% 890
2025
Q4 		$2.5M Sell
29,034
-30,283
-51% -$2.49M 0.02% 638
2025
Q3 		$5.02M Buy
59,317
+17,028
+40% +$1.48M 0.04% 377
2025
Q2 		$3.22M Buy
42,289
+144
+0.3% +$9.73K 0.03% 512
2025
Q1 		$2.72M Buy
42,145
+2,678
+7% +$182K 0.03% 590
2024
Q4 		$2.76M Buy
39,467
+12,026
+44% +$878K 0.03% 537
2024
Q3 		$1.73M Buy
27,441
+11,674
+74% +$767K 0.02% 536
2024
Q2 		$901K Buy
+15,767
New +$858K 0.01% 654

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

INTECH Investment Management's AX Position: Q2 2026 in Review

INTECH Investment Management reduced its Axos Financial (AX) stake by 17% in Q2 2026, selling an estimated $238K and leaving 12,633 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #934.

INTECH Investment Management first reported a position in AX in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.02M in Q3 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • INTECH Investment Management held 12,633 shares of Axos Financial worth $1.23M as of Q2 2026.
  • INTECH Investment Management sold 2,637 Axos Financial shares in Q2 2026, an estimated $238K.
  • Axos Financial made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #934 holding.
  • INTECH Investment Management first reported a position in Axos Financial in Q2 2024 and has held it in 9 quarters since.
  • INTECH Investment Management's Axos Financial position peaked at $5.02M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.