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Militia Capital Partners’s Axos Financial AX Stock Holding History

Militia Capital Partners’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
2025
Q4 		$8.62M Buy
100,000
+12,000
+14% +$988K 1.98% 10
2025
Q3 		$7.45M Sell
88,000
-41,000
-32% -$3.57M 1.81% 12
2025
Q2 		$9.81M Buy
129,000
+18,000
+16% +$1.22M 2.27% 8
2025
Q1 		$7.16M Buy
111,000
+99,000
+825% +$6.72M 2.57% 8
2024
Q4 		$838K Buy
+12,000
New +$876K 0.46% 51

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Militia Capital Partners's AX Position: Q4 2025 in Review

Militia Capital Partners increased its Axos Financial (AX) stake by 14% in Q4 2025, buying an estimated $988K and bringing the position to 100,000 shares worth $8.62M. The position accounts for 1.98% of the portfolio, ranked #10.

Militia Capital Partners first reported a position in AX in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.81M in Q2 2025. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • Militia Capital Partners held 100,000 shares of Axos Financial worth $8.62M as of Q4 2025.
  • Militia Capital Partners bought 12,000 Axos Financial shares in Q4 2025, an estimated $988K.
  • Axos Financial made up 1.98% of Militia Capital Partners's portfolio in Q4 2025, its #10 holding.
  • Militia Capital Partners first reported a position in Axos Financial in Q4 2024 and has held it in 5 quarters since.
  • Militia Capital Partners's Axos Financial position peaked at $9.81M in Q2 2025.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Militia Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.