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Legato Capital Management’s Axos Financial AX Stock Holding History

Legato Capital Management’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 		– Sell
-9,474
Closed -$806K – 698
2026
Q1 		$806K Buy
+9,474
New +$863K 0.07% 358
2024
Q3 		– Sell
-4,135
Closed -$236K – 568
2024
Q2 		$236K Sell
4,135
-228
-5% -$12.4K 0.03% 512
2024
Q1 		$236K Sell
4,363
-182
-4% -$9.58K 0.03% 525
2023
Q4 		$248K Sell
4,545
-1,526
-25% -$63.7K 0.03% 507
2023
Q3 		$230K Buy
+6,071
New +$257K 0.03% 506

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

Legato Capital Management's AX Position: Q2 2026 in Review

Legato Capital Management sold out of Axos Financial (AX) in Q2 2026, closing a stake of 9,474 shares — an estimated $806K sold.

Legato Capital Management first reported a position in AX in Q3 2023 and held it in 5 quarters. The position peaked at $806K in Q1 2026. 386 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Legato Capital Management reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Legato Capital Management sold 9,474 Axos Financial shares in Q2 2026, an estimated $806K.
  • Legato Capital Management first reported a position in Axos Financial in Q3 2023 and held it in 5 quarters.
  • Legato Capital Management's Axos Financial position peaked at $806K in Q1 2026.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.