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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
Q2 		$213K Sell
2,187
-3,552
-62% -$320K ﹤0.01% 1456
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
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 $3.38T AUM 44.17% 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

Jefferies Financial Group's AX Position: Q2 2026 in Review

Jefferies Financial Group reduced its Axos Financial (AX) stake by 62% in Q2 2026, selling an estimated $320K and leaving 2,187 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Jefferies Financial Group first reported a position in AX in Q3 2017 and has held it in 7 quarters since. The position peaked at $2.38M in Q3 2024. 386 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Jefferies Financial Group held 2,187 shares of Axos Financial worth $213K as of Q2 2026.
  • Jefferies Financial Group sold 3,552 Axos Financial shares in Q2 2026, an estimated $320K.
  • Axos Financial made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1456 holding.
  • Jefferies Financial Group first reported a position in Axos Financial in Q3 2017 and has held it in 7 quarters since.
  • Jefferies Financial Group's Axos Financial position peaked at $2.38M in Q3 2024.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.