Mission Creek Capital Partners’s Axos Financial AX Stock Holding History

Mission Creek 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
2026 Q2	$451K	Hold	4,631	–	–	0.08%	149
2026 Q1	$394K	Hold	4,631	–	–	0.08%	158
2025 Q4	$399K	Hold	4,631	–	–	0.08%	152
2025 Q3	$392K	Hold	4,631	–	–	0.08%	154
2025 Q2	$352K	Hold	4,631	–	–	0.08%	157
2025 Q1	$299K	Hold	4,631	–	–	0.07%	167
2024 Q4	$323K	Hold	4,631	–	–	0.07%	184
2024 Q3	$291K	Hold	4,631	–	–	0.07%	191
2024 Q2	$265K	Sell	4,631 -400	-8%	-$21.8K	0.07%	183
2024 Q1	$272K	Sell	5,031 -2,035	-29%	-$107K	0.07%	211
2023 Q4	$386K	Hold	7,066	–	–	0.1%	170
2023 Q3	$268K	Sell	7,066 -614	-8%	-$26K	0.09%	191
2023 Q2	$303K	Hold	7,680	–	–	0.1%	190
2023 Q1	$284K	Hold	7,680	–	–	0.1%	184
2022 Q4	$294K	Sell	7,680 -400	-5%	-$15.2K	0.1%	185
2022 Q3	$277K	Sell	8,080 -300	-4%	-$12.1K	0.1%	177
2022 Q2	$300K	Sell	8,380 -210	-2%	-$8.07K	0.1%	182
2022 Q1	$398K	Hold	8,590	–	–	0.11%	178
2021 Q4	$480K	Hold	8,590	–	–	0.1%	181
2021 Q3	$443K	Hold	8,590	–	–	0.08%	186
2021 Q2	$398K	Hold	8,590	–	–	0.06%	177
2021 Q1	$404K	Hold	8,590	–	–	0.06%	173
2020 Q4	$322K	Hold	8,590	–	–	0.1%	173
2020 Q3	$200K	Sell	8,590 -880	-9%	-$20.1K	0.08%	197
2020 Q2	$209K	Buy	+9,470	New	+$193K	0.11%	163
2020 Q1	–	Sell	-9,070	Closed	-$275K	–	162
2019 Q4	$275K	Buy	+9,070	New	+$265K	0.13%	162

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

Mission Creek Capital Partners's AX Position: Q2 2026 in Review

Mission Creek Capital Partners held its Axos Financial (AX) position steady in Q2 2026 at 4,631 shares worth $451K. The position accounts for 0.08% of the portfolio, ranked #149.

Mission Creek Capital Partners first reported a position in AX in Q4 2019 and has held it in 26 quarters since. The position peaked at $480K in Q4 2021. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Mission Creek Capital Partners held 4,631 shares of Axos Financial worth $451K as of Q2 2026.
Mission Creek Capital Partners left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up 0.08% of Mission Creek Capital Partners's portfolio in Q2 2026, its #149 holding.
Mission Creek Capital Partners first reported a position in Axos Financial in Q4 2019 and has held it in 26 quarters since.
Mission Creek Capital Partners's Axos Financial position peaked at $480K in Q4 2021.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Mission Creek Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.