Jaffetilchin Investment Partners’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $543K | Sell |
6,377
-146
| -2% | -$13.3K | 0.03% | 261 |
|
|
2025
Q4 | $562K | Hold |
6,523
| – | – | 0.03% | 254 |
|
|
2025
Q3 | $552K | Hold |
6,523
| – | – | 0.03% | 264 |
|
|
2025
Q2 | $496K | Hold |
6,523
| – | – | 0.03% | 263 |
|
|
2025
Q1 | $421K | Hold |
6,523
| – | – | 0.03% | 267 |
|
|
2024
Q4 | $456K | Sell |
6,523
-25
| -0.4% | -$1.82K | 0.03% | 247 |
|
|
2024
Q3 | $412K | Sell |
6,548
-150
| -2% | -$9.86K | 0.03% | 252 |
|
|
2024
Q2 | $383K | Sell |
6,698
-4,500
| -40% | -$245K | 0.03% | 253 |
|
|
2024
Q1 | $605K | Hold |
11,198
| – | – | 0.05% | 190 |
|
|
2023
Q4 | $611K | Buy |
11,198
+300
| +3% | +$12.5K | 0.06% | 191 |
|
|
2023
Q3 | $413K | Hold |
10,898
| – | – | 0.05% | 225 |
|
|
2023
Q2 | $430K | Hold |
10,898
| – | – | 0.05% | 224 |
|
|
2023
Q1 | $402K | Buy |
10,898
+333
| +3% | +$14.4K | 0.05% | 241 |
|
|
2022
Q4 | $404K | Hold |
10,565
| – | – | 0.05% | 228 |
|
|
2022
Q3 | $362K | Hold |
10,565
| – | – | 0.05% | 226 |
|
|
2022
Q2 | $379K | Hold |
10,565
| – | – | 0.04% | 221 |
|
|
2022
Q1 | $370K | Hold |
10,565
| – | – | 0.04% | 232 |
|
|
2021
Q4 | $591K | Buy |
10,565
+40
| +0.4% | +$2.24K | 0.06% | 191 |
|
|
2021
Q3 | $542K | Hold |
10,525
| – | – | 0.06% | 191 |
|
|
2021
Q2 | $488K | Hold |
10,525
| – | – | 0.03% | 265 |
|
|
2021
Q1 | $495K | Buy |
10,525
+25
| +0.2% | +$1.13K | 0.06% | 198 |
|
|
2020
Q4 | $394K | Hold |
10,500
| – | – | 0.06% | 192 |
|
|
2020
Q3 | $245K | Hold |
10,500
| – | – | 0.05% | 201 |
|
|
2020
Q2 | $232K | Hold |
10,500
| – | – | 0.05% | 187 |
|
|
2020
Q1 | $190K | Hold |
10,500
| – | – | 0.07% | 150 |
|
|
2019
Q4 | $318K | Sell |
10,500
-625
| -6% | -$18.3K | 0.07% | 164 |
|
|
2019
Q3 | $308K | Sell |
11,125
-32
| -0.3% | -$861 | 0.07% | 162 |
|
|
2019
Q2 | $304K | Hold |
11,157
| – | – | 0.07% | 188 |
|
|
2019
Q1 | $323K | Sell |
11,157
-1,500
| -12% | -$44.9K | 0.07% | 206 |
|
|
2018
Q4 | $319K | Sell |
12,657
-4,080
| -24% | -$123K | 0.08% | 172 |
|
|
2018
Q3 | $576K | Sell |
16,737
-712
| -4% | -$27.4K | 0.12% | 136 |
|
|
2018
Q2 | $714K | Buy |
17,449
+5,429
| +45% | +$226K | 0.16% | 121 |
|
|
2018
Q1 | $487K | Buy |
12,020
+4,020
| +50% | +$147K | 0.11% | 163 |
|
|
2017
Q4 | $239K | Hold |
8,000
| – | – | 0.08% | 205 |
|
|
2017
Q3 | $228K | Buy |
+8,000
| New | +$209K | 0.05% | 262 |
|
|
2017
Q2 | – | Sell |
-8,300
| Closed | -$217K | – | 224 |
|
|
2017
Q1 | $217K | Hold |
8,300
| – | – | 0.06% | 235 |
|
|
2016
Q4 | $237K | Buy |
+8,300
| New | +$198K | 0.07% | 206 |
|
|
2015
Q4 | – | Sell |
-102,396
| Closed | -$3.3M | – | 189 |
|
|
2015
Q3 | $3.3M | Buy |
102,396
+32,000
| +45% | +$956K | 1.23% | 15 |
|
|
2015
Q2 | $1.86M | Buy |
70,396
+27,996
| +66% | +$666K | 0.56% | 32 |
|
|
2015
Q1 | $986K | Buy |
42,400
+19,600
| +86% | +$431K | 0.3% | 51 |
|
|
2014
Q4 | $444K | Buy |
+22,800
| New | +$428K | 0.15% | 99 |
|
Other funds holding AX
VPM
VCM
DAM
Jaffetilchin Investment Partners's AX Position: Q1 2026 in Review
Jaffetilchin Investment Partners reduced its Axos Financial (AX) stake by 2.2% in Q1 2026, selling an estimated $13.3K and leaving 6,377 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #261.
Jaffetilchin Investment Partners first reported a position in AX in Q4 2014 and has held it in 41 quarters since. The position peaked at $3.3M in Q3 2015. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.
- Jaffetilchin Investment Partners held 6,377 shares of Axos Financial worth $543K as of Q1 2026.
- Jaffetilchin Investment Partners sold 146 Axos Financial shares in Q1 2026, an estimated $13.3K.
- Axos Financial made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #261 holding.
- Jaffetilchin Investment Partners first reported a position in Axos Financial in Q4 2014 and has held it in 41 quarters since.
- Jaffetilchin Investment Partners's Axos Financial position peaked at $3.3M in Q3 2015.
- 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.
Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.