Mariner
AX icon

Mariner’s Axos Financial AX Stock Holding History

Mariner’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 		$472K Sell
5,545
-3,573
-39% -$326K ﹤0.01% 2532
2025
Q4 		$786K Buy
9,118
+1,276
+16% +$105K ﹤0.01% 2118
2025
Q3 		$664K Sell
7,842
-724
-8% -$63.1K ﹤0.01% 2207
2025
Q2 		$651K Buy
8,566
+1,832
+27% +$124K ﹤0.01% 2130
2025
Q1 		$434K Buy
6,734
+331
+5% +$22.5K ﹤0.01% 2318
2024
Q4 		$447K Buy
6,403
+545
+9% +$39.8K ﹤0.01% 2278
2024
Q3 		$368K Buy
5,858
+1,114
+23% +$73.2K ﹤0.01% 2397
2024
Q2 		$271K Buy
+4,744
New +$258K ﹤0.01% 2533

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

Mariner's AX Position: Q1 2026 in Review

Mariner reduced its Axos Financial (AX) stake by 39% in Q1 2026, selling an estimated $326K and leaving 5,545 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

Mariner first reported a position in AX in Q2 2024 and has held it in 8 quarters since. The position peaked at $786K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Mariner held 5,545 shares of Axos Financial worth $472K as of Q1 2026.
  • Mariner sold 3,573 Axos Financial shares in Q1 2026, an estimated $326K.
  • Axos Financial made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2532 holding.
  • Mariner first reported a position in Axos Financial in Q2 2024 and has held it in 8 quarters since.
  • Mariner's Axos Financial position peaked at $786K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.