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Mutual of America Capital Management’s Axos Financial AX Stock Holding History

Mutual of America Capital 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 		$552K Buy
6,486
+12
+0.2% +$1.09K 0.01% 1046
2025
Q4 		$558K Buy
6,474
+159
+3% +$13.1K 0.01% 1045
2025
Q3 		$535K Sell
6,315
-565
-8% -$49.2K 0.01% 1056
2025
Q2 		$523K Sell
6,880
-1,019
-13% -$68.9K 0.01% 1078
2025
Q1 		$510K Sell
7,899
-317
-4% -$21.5K 0.01% 1095
2024
Q4 		$574K Buy
8,216
+77
+0.9% +$5.62K 0.01% 1099
2024
Q3 		$512K Sell
8,139
-195
-2% -$12.8K 0.01% 1141
2024
Q2 		$476K Sell
8,334
-390
-4% -$21.2K 0.01% 1148
2024
Q1 		$471K Sell
8,724
-269
-3% -$14.2K 0.01% 1165
2023
Q4 		$491K Sell
8,993
-202
-2% -$8.43K 0.01% 1159
2023
Q3 		$348K Sell
9,195
-1,081
-11% -$45.7K ﹤0.01% 1209
2023
Q2 		$405K Sell
10,276
-721
-7% -$27.9K ﹤0.01% 1188
2023
Q1 		$406K Sell
10,997
-195
-2% -$8.41K ﹤0.01% 1183
2022
Q4 		$428K Buy
11,192
+607
+6% +$23.1K 0.01% 1162
2022
Q3 		$362K Buy
10,585
+1,567
+17% +$63.4K ﹤0.01% 1180
2022
Q2 		$323K Buy
9,018
+1,302
+17% +$50K ﹤0.01% 1175
2022
Q1 		$358K Buy
7,716
+400
+5% +$21.1K ﹤0.01% 1177
2021
Q4 		$409K Buy
7,316
+197
+3% +$11K ﹤0.01% 1161
2021
Q3 		$367K Sell
7,119
-208
-3% -$9.87K ﹤0.01% 1178
2021
Q2 		$340K Buy
7,327
+467
+7% +$21.8K ﹤0.01% 1241
2021
Q1 		$322K Buy
6,860
+464
+7% +$20.9K ﹤0.01% 1240
2020
Q4 		$240K Buy
6,396
+123
+2% +$3.89K ﹤0.01% 1252
2020
Q3 		$146K Buy
6,273
+3,743
+148% +$85.6K ﹤0.01% 1297
2020
Q2 		$56K Buy
2,530
+258
+11% +$5.25K ﹤0.01% 1309
2020
Q1 		$41K Buy
2,272
+358
+19% +$9K ﹤0.01% 1333
2019
Q4 		$58K Sell
1,914
-57
-3% -$1.67K ﹤0.01% 1310
2019
Q3 		$54K Buy
1,971
+38
+2% +$1.02K ﹤0.01% 1319
2019
Q2 		$53K Buy
1,933
+558
+41% +$16.4K ﹤0.01% 1320
2019
Q1 		$40K Buy
1,375
+364
+36% +$10.9K ﹤0.01% 1344
2018
Q4 		$25K Sell
1,011
-43
-4% -$1.3K ﹤0.01% 1408
2018
Q3 		$36K Buy
1,054
+852
+422% +$32.7K ﹤0.01% 1318
2018
Q2 		$8K Buy
+202
New +$8.4K ﹤0.01% 1267

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mutual of America Capital Management's AX Position: Q1 2026 in Review

Mutual of America Capital Management increased its Axos Financial (AX) stake by 0.19% in Q1 2026, buying an estimated $1.09K and bringing the position to 6,486 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #1046.

Mutual of America Capital Management first reported a position in AX in Q2 2018 and has held it in 32 quarters since. The position peaked at $574K in Q4 2024. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Mutual of America Capital Management held 6,486 shares of Axos Financial worth $552K as of Q1 2026.
  • Mutual of America Capital Management bought 12 Axos Financial shares in Q1 2026, an estimated $1.09K.
  • Axos Financial made up 0.01% of Mutual of America Capital Management's portfolio in Q1 2026, its #1046 holding.
  • Mutual of America Capital Management first reported a position in Axos Financial in Q2 2018 and has held it in 32 quarters since.
  • Mutual of America Capital Management's Axos Financial position peaked at $574K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.