Jackson Creek Investment Advisors’s Axos Financial AX Stock Holding History

Jackson Creek Investment Advisors’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	-20,214	Closed	-$1.72M	–	325
2026 Q1	$1.72M	Sell	20,214 -511	-2%	-$46.6K	0.51%	82
2025 Q4	$1.79M	Buy	20,725 +18,179	+714%	+$1.5M	0.53%	62
2025 Q3	$216K	Buy	+2,546	New	+$222K	0.06%	274
2024 Q3	–	Sell	-20,178	Closed	-$1.15M	–	302
2024 Q2	$1.15M	Sell	20,178 -32	-0.2%	-$1.74K	0.42%	75
2024 Q1	$1.09M	Sell	20,210 -49	-0.2%	-$2.58K	0.39%	109
2023 Q4	$1.11M	Hold	20,259	–	–	0.42%	69
2023 Q3	$767K	Sell	20,259 -13	-0.1%	-$550	0.32%	169
2023 Q2	$800K	Buy	20,272 +1,287	+7%	+$49.9K	0.32%	169
2023 Q1	$701K	Buy	+18,985	New	+$819K	0.29%	191

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jackson Creek Investment Advisors's AX Position: Q2 2026 in Review

Jackson Creek Investment Advisors sold out of Axos Financial (AX) in Q2 2026, closing a stake of 20,214 shares — an estimated $1.72M sold.

Jackson Creek Investment Advisors first reported a position in AX in Q1 2023 and held it in 9 quarters. The position peaked at $1.79M in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Jackson Creek Investment Advisors reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
Jackson Creek Investment Advisors sold 20,214 Axos Financial shares in Q2 2026, an estimated $1.72M.
Jackson Creek Investment Advisors first reported a position in Axos Financial in Q1 2023 and held it in 9 quarters.
Jackson Creek Investment Advisors's Axos Financial position peaked at $1.79M in Q4 2025.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.