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MAI Capital Management’s Axos Financial AX Stock Holding History

MAI 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
-1,562
Closed -$133K – 2303
2026
Q1 		$133K Buy
1,562
+62
+4% +$5.65K ﹤0.01% 1691
2025
Q4 		$129K Sell
1,500
-153
-9% -$12.6K ﹤0.01% 1507
2025
Q3 		$140K Hold
1,653
– – ﹤0.01% 1402
2025
Q2 		$126K Buy
1,653
+153
+10% +$10.3K ﹤0.01% 1380
2025
Q1 		$96.8K Hold
1,500
– – ﹤0.01% 1423
2024
Q4 		$105K Buy
+1,500
New +$110K ﹤0.01% 1412

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

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

MAI Capital Management sold out of Axos Financial (AX) in Q2 2026, closing a stake of 1,562 shares — an estimated $133K sold.

MAI Capital Management first reported a position in AX in Q4 2024 and held it in 6 quarters. The position peaked at $140K in Q3 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • MAI Capital Management reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,562 Axos Financial shares in Q2 2026, an estimated $133K.
  • MAI Capital Management first reported a position in Axos Financial in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Axos Financial position peaked at $140K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.