National Bank of Canada
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National Bank of Canada’s Axos Financial AX Stock Holding History

National Bank of Canada’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 		$136K Buy
1,601
+450
+39% +$41K ﹤0.01% 1725
2025
Q4 		$99.1K Sell
1,151
-469
-29% -$38.6K ﹤0.01% 1778
2025
Q3 		$137K Sell
1,620
-160
-9% -$13.9K ﹤0.01% 1660
2025
Q2 		$135K Buy
1,780
+214
+14% +$14.5K ﹤0.01% 1707
2025
Q1 		$101K Sell
1,566
-487
-24% -$33K ﹤0.01% 1700
2024
Q4 		$143K Sell
2,053
-133
-6% -$9.71K ﹤0.01% 1683
2024
Q3 		$137K Sell
2,186
-55
-2% -$3.62K ﹤0.01% 1466
2024
Q2 		$128K Sell
2,241
-202
-8% -$11K ﹤0.01% 1429
2024
Q1 		$147K Sell
2,443
-350
-13% -$18.4K ﹤0.01% 1465
2023
Q4 		$154K Sell
2,793
-273
-9% -$11.4K ﹤0.01% 1482
2023
Q3 		$114K Buy
3,066
+17
+0.6% +$719 ﹤0.01% 1601
2023
Q2 		$120K Buy
3,049
+197
+7% +$7.63K ﹤0.01% 1555
2023
Q1 		$105K Buy
2,852
+649
+29% +$28K ﹤0.01% 1522
2022
Q4 		$84.1K Buy
2,203
+1,285
+140% +$49K ﹤0.01% 1613
2022
Q3 		$31K Buy
918
+153
+20% +$6.19K ﹤0.01% 1853
2022
Q2 		$27K Buy
765
+560
+273% +$21.5K ﹤0.01% 1965
2022
Q1 		$9K Buy
205
+15
+8% +$792 ﹤0.01% 2409
2021
Q4 		$11K Buy
+190
New +$10.6K ﹤0.01% 2316

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

National Bank of Canada's AX Position: Q1 2026 in Review

National Bank of Canada increased its Axos Financial (AX) stake by 39% in Q1 2026, buying an estimated $41K and bringing the position to 1,601 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

National Bank of Canada first reported a position in AX in Q4 2021 and has held it in 18 quarters since. The position peaked at $154K in Q4 2023. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • National Bank of Canada held 1,601 shares of Axos Financial worth $136K as of Q1 2026.
  • National Bank of Canada bought 450 Axos Financial shares in Q1 2026, an estimated $41K.
  • Axos Financial made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1725 holding.
  • National Bank of Canada first reported a position in Axos Financial in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Axos Financial position peaked at $154K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.