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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legato Capital Management's AX Position: Q1 2026 in Review

Legato Capital Management opened a new position in Axos Financial (AX) in Q1 2026: 9,474 shares worth $806K. The stake represents 0.07% of the portfolio and ranks #358 among its holdings. This is a return to the name: Legato Capital Management previously reported a position in AX as recently as Q2 2024.

Legato Capital Management first reported a position in AX in Q3 2023 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Legato Capital Management held 9,474 shares of Axos Financial worth $806K as of Q1 2026.
  • Axos Financial was a new Legato Capital Management position in Q1 2026.
  • Axos Financial made up 0.07% of Legato Capital Management's portfolio in Q1 2026, its #358 holding.
  • Legato Capital Management first reported a position in Axos Financial in Q3 2023 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.