Los Angeles Capital Management’s Axos Financial AX Stock Holding History

Los Angeles 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	$518K	Buy	6,090 +3,540	+139%	+$323K	﹤0.01%	863
2025 Q4	$202K	Hold	2,550	–	–	﹤0.01%	1239
2025 Q3	$216K	Buy	+2,550	New	+$222K	﹤0.01%	1249
2023 Q2	–	Sell	-39,350	Closed	-$1.45M	–	1165
2023 Q1	$1.45M	Sell	39,350 -2,803	-7%	-$121K	0.01%	565
2022 Q4	$1.61M	Buy	42,153 +16,770	+66%	+$639K	0.01%	572
2022 Q3	$869K	Buy	+25,383	New	+$1.03M	﹤0.01%	750
2020 Q3	–	Sell	-31,184	Closed	-$689K	–	1433
2020 Q2	$689K	Buy	31,184 +5,912	+23%	+$120K	﹤0.01%	988
2020 Q1	$458K	Sell	25,272 -20,200	-44%	-$508K	﹤0.01%	932
2019 Q4	$1.38M	Buy	45,472 +12,110	+36%	+$354K	0.01%	738
2019 Q3	$922K	Hold	33,362	–	–	0.01%	826
2019 Q2	$909K	Buy	33,362 +26,450	+383%	+$778K	﹤0.01%	874
2019 Q1	$200K	Buy	+6,912	New	+$207K	﹤0.01%	1310
2016 Q2	–	Sell	-18,742	Closed	-$400K	–	1232
2016 Q1	$400K	Sell	18,742 -111,090	-86%	-$2.01M	﹤0.01%	895
2015 Q4	$2.73M	Sell	129,832 -41,080	-24%	-$967K	0.03%	441
2015 Q3	$5.5M	Sell	170,912 -64,800	-27%	-$1.94M	0.05%	333
2015 Q2	$6.23M	Buy	235,712 +157,240	+200%	+$3.74M	0.06%	344
2015 Q1	$1.82M	Buy	78,472 +13,560	+21%	+$298K	0.02%	580
2014 Q4	$1.26M	Buy	64,912 +21,480	+49%	+$403K	0.01%	592
2014 Q3	$789K	Buy	43,432 +1,880	+5%	+$35.5K	0.01%	660
2014 Q2	$763K	Buy	+41,552	New	+$818K	0.01%	755

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Los Angeles Capital Management's AX Position: Q1 2026 in Review

Los Angeles Capital Management increased its Axos Financial (AX) stake by 139% in Q1 2026, buying an estimated $323K and bringing the position to 6,090 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Los Angeles Capital Management first reported a position in AX in Q2 2014 and has held it in 20 quarters since. The position peaked at $6.23M in Q2 2015. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

Los Angeles Capital Management held 6,090 shares of Axos Financial worth $518K as of Q1 2026.
Los Angeles Capital Management bought 3,540 Axos Financial shares in Q1 2026, an estimated $323K.
Axos Financial made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #863 holding.
Los Angeles Capital Management first reported a position in Axos Financial in Q2 2014 and has held it in 20 quarters since.
Los Angeles Capital Management's Axos Financial position peaked at $6.23M in Q2 2015.
384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.