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
Q2 		– Sell
-5,545
Closed -$472K – 3543
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 $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

Mariner's AX Position: Q2 2026 in Review

Mariner sold out of Axos Financial (AX) in Q2 2026, closing a stake of 5,545 shares — an estimated $472K sold.

Mariner first reported a position in AX in Q2 2024 and held it in 8 quarters. The position peaked at $786K in Q4 2025. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Mariner reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 5,545 Axos Financial shares in Q2 2026, an estimated $472K.
  • Mariner first reported a position in Axos Financial in Q2 2024 and held it in 8 quarters.
  • Mariner's Axos Financial position peaked at $786K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.