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MQS Management’s Axos Financial AX Stock Holding History

MQS 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
Q1 		$259K Buy
+3,040
New +$277K 0.17% 270
2025
Q4 		– Sell
-2,688
Closed -$228K – 413
2025
Q3 		$228K Buy
+2,688
New +$234K 0.13% 336

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

MQS Management's AX Position: Q1 2026 in Review

MQS Management opened a new position in Axos Financial (AX) in Q1 2026: 3,040 shares worth $259K. The stake represents 0.17% of the portfolio and ranks #270 among its holdings. This is a return to the name: MQS Management previously reported a position in AX as recently as Q3 2025.

MQS Management first reported a position in AX in Q3 2025 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • MQS Management held 3,040 shares of Axos Financial worth $259K as of Q1 2026.
  • Axos Financial was a new MQS Management position in Q1 2026.
  • Axos Financial made up 0.17% of MQS Management's portfolio in Q1 2026, its #270 holding.
  • MQS Management first reported a position in Axos Financial in Q3 2025 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.