Loomis, Sayles & Company
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Loomis, Sayles & Company’s Axos Financial AX Stock Holding History

Loomis, Sayles & Company’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 		$28.3M Sell
290,688
-7,826
-3% -$705K 0.04% 194
2026
Q1 		$25.4M Sell
298,514
-7,692
-3% -$701K 0.03% 197
2025
Q4 		$26.4M Sell
306,206
-45,421
-13% -$3.74M 0.03% 192
2025
Q3 		$29.8M Sell
351,627
-13,343
-4% -$1.16M 0.04% 172
2025
Q2 		$27.8M Sell
364,970
-64,928
-15% -$4.39M 0.03% 186
2025
Q1 		$27.7M Sell
429,898
-9,836
-2% -$667K 0.04% 189
2024
Q4 		$30.7M Sell
439,734
-13,691
-3% -$1,000K 0.04% 193
2024
Q3 		$28.5M Buy
453,425
+39,091
+9% +$2.57M 0.04% 208
2024
Q2 		$23.7M Sell
414,334
-49,581
-11% -$2.7M 0.03% 236
2024
Q1 		$25.1M Buy
463,915
+46,774
+11% +$2.46M 0.04% 234
2023
Q4 		$22.8M Sell
417,141
-224,921
-35% -$9.39M 0.03% 237
2023
Q3 		$24.3M Buy
642,062
+56,634
+10% +$2.4M 0.04% 222
2023
Q2 		$23.1M Buy
585,428
+157,206
+37% +$6.09M 0.04% 231
2023
Q1 		$15.8M Sell
428,222
-159,399
-27% -$6.88M 0.03% 265
2022
Q4 		$22.5M Buy
587,621
+4,325
+0.7% +$165K 0.05% 209
2022
Q3 		$20M Sell
583,296
-5,647
-1% -$229K 0.04% 213
2022
Q2 		$21.1M Sell
588,943
-103,712
-15% -$3.99M 0.04% 240
2022
Q1 		$32.1M Buy
692,655
+21,943
+3% +$1.16M 0.04% 216
2021
Q4 		$37.5M Buy
670,712
+63,910
+11% +$3.58M 0.05% 218
2021
Q3 		$31.3M Buy
606,802
+175,487
+41% +$8.33M 0.04% 243
2021
Q2 		$20M Buy
431,315
+90,608
+27% +$4.23M 0.02% 302
2021
Q1 		$16M Buy
+340,707
New +$15.3M 0.02% 320
2016
Q4 		– Sell
-356
Closed -$8K – 1018
2016
Q3 		$8K Buy
+356
New +$6.91K ﹤0.01% 790

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

Loomis, Sayles & Company's AX Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its Axos Financial (AX) stake by 2.6% in Q2 2026, selling an estimated $705K and leaving 290,688 shares worth $28.3M. The position accounts for 0.04% of the portfolio, ranked #194.

Loomis, Sayles & Company first reported a position in AX in Q3 2016 and has held it in 23 quarters since. The position peaked at $37.5M in Q4 2021. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Loomis, Sayles & Company held 290,688 shares of Axos Financial worth $28.3M as of Q2 2026.
  • Loomis, Sayles & Company sold 7,826 Axos Financial shares in Q2 2026, an estimated $705K.
  • Axos Financial made up 0.04% of Loomis, Sayles & Company's portfolio in Q2 2026, its #194 holding.
  • Loomis, Sayles & Company first reported a position in Axos Financial in Q3 2016 and has held it in 23 quarters since.
  • Loomis, Sayles & Company's Axos Financial position peaked at $37.5M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.