James Investment Research’s Axos Financial AX Stock Holding History

James Investment Research’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	$735K	Hold	7,548	–	–	0.07%	217
2026 Q1	$642K	Buy	7,548 +10	+0.1%	+$911	0.07%	224
2025 Q4	$649K	Hold	7,538	–	–	0.07%	210
2025 Q3	$638K	Buy	7,538 +1,366	+22%	+$119K	0.07%	211
2025 Q2	$469K	Hold	6,172	–	–	0.06%	224
2025 Q1	$398K	Hold	6,172	–	–	0.05%	227
2024 Q4	$431K	Sell	6,172 -1	-0%	-$73	0.05%	226
2024 Q3	$388K	Hold	6,173	–	–	0.04%	245
2024 Q2	$353K	Sell	6,173 -1	-0%	-$54	0.04%	248
2024 Q1	$334K	Buy	6,174 +3	+0%	+$158	0.04%	254
2023 Q4	$337K	Hold	6,171	–	–	0.04%	243
2023 Q3	$234K	Hold	6,171	–	–	0.03%	252
2023 Q2	$243K	Buy	+6,171	New	+$239K	0.03%	245
2014 Q2	–	Sell	-15,480	Closed	-$332K	–	508
2014 Q1	$332K	Sell	15,480 -96,760	-86%	-$2.08M	0.01%	293
2013 Q4	$2.2M	Buy	112,240 +22,760	+25%	+$409K	0.07%	183
2013 Q3	$1.45M	Buy	89,480 +7,400	+9%	+$110K	0.06%	190
2013 Q2	$940K	Buy	+82,080	New	+$853K	0.04%	208

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

James Investment Research's AX Position: Q2 2026 in Review

James Investment Research held its Axos Financial (AX) position steady in Q2 2026 at 7,548 shares worth $735K. The position accounts for 0.07% of the portfolio, ranked #217.

James Investment Research first reported a position in AX in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.2M in Q4 2013. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

James Investment Research held 7,548 shares of Axos Financial worth $735K as of Q2 2026.
James Investment Research left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up 0.07% of James Investment Research's portfolio in Q2 2026, its #217 holding.
James Investment Research first reported a position in Axos Financial in Q2 2013 and has held it in 17 quarters since.
James Investment Research's Axos Financial position peaked at $2.2M in Q4 2013.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.