IQI
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Integrated Quantitative Investments’s Axos Financial AX Stock Holding History

Integrated Quantitative Investments’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
-24,265
Closed -$2.06M – 397
2026
Q1 		$2.06M Buy
+24,265
New +$2.21M 0.37% 62

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

Integrated Quantitative Investments's AX Position: Q2 2026 in Review

Integrated Quantitative Investments sold out of Axos Financial (AX) in Q2 2026, closing a stake of 24,265 shares — an estimated $2.06M sold.

Integrated Quantitative Investments first reported a position in AX in Q1 2026 and held it in 1 quarter. The position peaked at $2.06M in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Integrated Quantitative Investments reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Integrated Quantitative Investments sold 24,265 Axos Financial shares in Q2 2026, an estimated $2.06M.
  • Integrated Quantitative Investments first reported a position in Axos Financial in Q1 2026 and held it in 1 quarter.
  • Integrated Quantitative Investments's Axos Financial position peaked at $2.06M in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.