Natixis Advisors
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Natixis Advisors’s Axos Financial AX Stock Holding History

Natixis Advisors’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 		$3.21M Buy
32,937
+5,902
+22% +$532K ﹤0.01% 1065
2026
Q1 		$2.3M Buy
27,035
+6,460
+31% +$589K ﹤0.01% 1065
2025
Q4 		$1.77M Sell
20,575
-66
-0.3% -$5.44K ﹤0.01% 1085
2025
Q3 		$1.75M Sell
20,641
-1,338
-6% -$117K ﹤0.01% 1144
2025
Q2 		$1.67M Buy
21,979
+1,271
+6% +$85.9K ﹤0.01% 1146
2025
Q1 		$1.34M Sell
20,708
-1,106
-5% -$75K ﹤0.01% 1197
2024
Q4 		$1.52M Buy
21,814
+784
+4% +$57.2K ﹤0.01% 1178
2024
Q3 		$1.32M Buy
21,030
+2,727
+15% +$179K ﹤0.01% 1219
2024
Q2 		$1.05M Buy
18,303
+603
+3% +$32.8K ﹤0.01% 1241
2024
Q1 		$957K Buy
17,700
+619
+4% +$32.6K ﹤0.01% 1232
2023
Q4 		$932K Sell
17,081
-1,593
-9% -$66.5K ﹤0.01% 1226
2023
Q3 		$707K Buy
18,674
+947
+5% +$40.1K ﹤0.01% 1265
2023
Q2 		$699K Sell
17,727
-425
-2% -$16.5K ﹤0.01% 1254
2023
Q1 		$670K Sell
18,152
-2,340
-11% -$101K ﹤0.01% 1229
2022
Q4 		$783K Buy
20,492
+956
+5% +$36.4K ﹤0.01% 1207
2022
Q3 		$669K Buy
19,536
+3,113
+19% +$126K ﹤0.01% 1208
2022
Q2 		$589K Buy
16,423
+5,190
+46% +$199K ﹤0.01% 1245
2022
Q1 		$521K Buy
11,233
+460
+4% +$24.3K ﹤0.01% 1279
2021
Q4 		$602K Buy
+10,773
New +$603K ﹤0.01% 1219

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Natixis Advisors's AX Position: Q2 2026 in Review

Natixis Advisors increased its Axos Financial (AX) stake by 22% in Q2 2026, buying an estimated $532K and bringing the position to 32,937 shares worth $3.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Natixis Advisors first reported a position in AX in Q4 2021 and has held it in 19 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Natixis Advisors held 32,937 shares of Axos Financial worth $3.21M as of Q2 2026.
  • Natixis Advisors bought 5,902 Axos Financial shares in Q2 2026, an estimated $532K.
  • Axos Financial made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1065 holding.
  • Natixis Advisors first reported a position in Axos Financial in Q4 2021 and has held it in 19 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.