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Livforsakringsbolaget Skandia’s Axos Financial AX Stock Holding History

Livforsakringsbolaget Skandia’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 		$4.35M Hold
44,700
– – 0.14% 101
2026
Q1 		$3.8M Buy
44,700
+4,000
+10% +$365K 0.15% 110
2025
Q4 		$3.5M Hold
40,700
– – 0.14% 110
2025
Q3 		$3.44M Buy
40,700
+1,100
+3% +$95.9K 0.13% 114
2025
Q2 		$3.01M Buy
39,600
+7,000
+21% +$473K 0.13% 129
2025
Q1 		$2.1M Hold
32,600
– – 0.12% 128
2024
Q4 		$2.28M Hold
32,600
– – 0.12% 129
2024
Q3 		$2.05M Buy
32,600
+6,400
+24% +$421K 0.11% 137
2024
Q2 		$1.5M Buy
26,200
+12,100
+86% +$658K 0.12% 135
2024
Q1 		$762K Buy
+14,100
New +$742K 0.06% 188

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

Livforsakringsbolaget Skandia's AX Position: Q2 2026 in Review

Livforsakringsbolaget Skandia held its Axos Financial (AX) position steady in Q2 2026 at 44,700 shares worth $4.35M. The position accounts for 0.14% of the portfolio, ranked #101.

Livforsakringsbolaget Skandia first reported a position in AX in Q1 2024 and has held it in 10 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Livforsakringsbolaget Skandia held 44,700 shares of Axos Financial worth $4.35M as of Q2 2026.
  • Livforsakringsbolaget Skandia left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up 0.14% of Livforsakringsbolaget Skandia's portfolio in Q2 2026, its #101 holding.
  • Livforsakringsbolaget Skandia first reported a position in Axos Financial in Q1 2024 and has held it in 10 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Livforsakringsbolaget Skandia's 13F filing for Q2 2026, filed 18 Aug 2026.