Martingale Asset Management’s Axos Financial AX Stock Holding History

Martingale Asset 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	$245K	Buy	+2,512	New	+$226K	0.01%	787
2024 Q2	–	Sell	-11,900	Closed	-$643K	–	788
2024 Q1	$643K	Sell	11,900 -3,508	-23%	-$185K	0.01%	565
2023 Q4	$841K	Sell	15,408 -6,202	-29%	-$259K	0.02%	488
2023 Q3	$818K	Buy	+21,610	New	+$914K	0.02%	494
2023 Q2	–	Sell	-5,710	Closed	-$211K	–	804
2023 Q1	$211K	Sell	5,710 -13,015	-70%	-$561K	﹤0.01%	773
2022 Q4	$716K	Buy	+18,725	New	+$714K	0.01%	551
2015 Q4	–	Sell	-15,608	Closed	-$503K	–	825
2015 Q3	$503K	Buy	+15,608	New	+$466K	0.01%	647

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Martingale Asset Management's AX Position: Q2 2026 in Review

Martingale Asset Management opened a new position in Axos Financial (AX) in Q2 2026: 2,512 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Martingale Asset Management previously reported a position in AX as recently as Q1 2024.

Martingale Asset Management first reported a position in AX in Q3 2015 and has held it in 7 quarters since. The position peaked at $841K in Q4 2023. 386 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Martingale Asset Management held 2,512 shares of Axos Financial worth $245K as of Q2 2026.
Axos Financial was a new Martingale Asset Management position in Q2 2026.
Axos Financial made up 0.01% of Martingale Asset Management's portfolio in Q2 2026, its #787 holding.
Martingale Asset Management first reported a position in Axos Financial in Q3 2015 and has held it in 7 quarters since.
Martingale Asset Management's Axos Financial position peaked at $841K in Q4 2023.
386 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.