KK
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KLP Kapitalforvaltning’s Axos Financial AX Stock Holding History

KLP Kapitalforvaltning’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 		$1.15M Sell
11,800
-4,500
-28% -$406K ﹤0.01% 1051
2026
Q1 		$1.39M Buy
16,300
+400
+3% +$36.5K 0.01% 868
2025
Q4 		$1.37M Hold
15,900
– – 0.01% 866
2025
Q3 		$1.35M Hold
15,900
– – 0.01% 867
2025
Q2 		$1.21M Buy
15,900
+800
+5% +$54.1K 0.01% 880
2025
Q1 		$974K Hold
15,100
– – ﹤0.01% 950
2024
Q4 		$1.05M Buy
+15,100
New +$1.1M 0.01% 970

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 $3.37T AUM 44.26% 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

KLP Kapitalforvaltning's AX Position: Q2 2026 in Review

KLP Kapitalforvaltning reduced its Axos Financial (AX) stake by 28% in Q2 2026, selling an estimated $406K and leaving 11,800 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

KLP Kapitalforvaltning first reported a position in AX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • KLP Kapitalforvaltning held 11,800 shares of Axos Financial worth $1.15M as of Q2 2026.
  • KLP Kapitalforvaltning sold 4,500 Axos Financial shares in Q2 2026, an estimated $406K.
  • Axos Financial made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #1051 holding.
  • KLP Kapitalforvaltning first reported a position in Axos Financial in Q4 2024 and has held it in 7 quarters since.
  • KLP Kapitalforvaltning's Axos Financial position peaked at $1.39M in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.