Jefferies Financial Group’s Axos Financial AX Stock Holding History

Jefferies Financial Group’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 Q1	$488K	Buy	+5,739	New	+$523K	﹤0.01%	1217
2024 Q4	–	Sell	-37,800	Closed	-$2.38M	–	1591
2024 Q3	$2.38M	Buy	+37,800	New	+$2.48M	0.02%	541
2024 Q1	–	Sell	-20,600	Closed	-$1.12M	–	1609
2023 Q4	$1.12M	Buy	+20,600	New	+$860K	0.01%	909
2023 Q1	–	Sell	-9,724	Closed	-$372K	–	1620
2022 Q4	$372K	Buy	+9,724	New	+$371K	﹤0.01%	1148
2018 Q1	–	Sell	-8,325	Closed	-$249K	–	81
2017 Q4	$249K	Hold	8,325	–	–	0.02%	112
2017 Q3	$237K	Buy	+8,325	New	+$218K	0.02%	76

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jefferies Financial Group's AX Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Axos Financial (AX) in Q1 2026: 5,739 shares worth $488K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in AX as recently as Q3 2024.

Jefferies Financial Group first reported a position in AX in Q3 2017 and has held it in 6 quarters since. The position peaked at $2.38M in Q3 2024. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

Jefferies Financial Group held 5,739 shares of Axos Financial worth $488K as of Q1 2026.
Axos Financial was a new Jefferies Financial Group position in Q1 2026.
Axos Financial made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1217 holding.
Jefferies Financial Group first reported a position in Axos Financial in Q3 2017 and has held it in 6 quarters since.
Jefferies Financial Group's Axos Financial position peaked at $2.38M in Q3 2024.
384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.