Neuberger Berman Group’s Axos Financial AX Stock Holding History

Neuberger Berman Group’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	$280K	Buy	2,879 +65	+2%	+$5.86K	﹤0.01%	2045
2026 Q1	$239K	Buy	2,814 +309	+12%	+$28.2K	﹤0.01%	1934
2025 Q4	$216K	Sell	2,505 -126	-5%	-$10.4K	﹤0.01%	1927
2025 Q3	$223K	Sell	2,631 -235	-8%	-$20.5K	﹤0.01%	1867
2025 Q2	$218K	Sell	2,866 -245	-8%	-$16.6K	﹤0.01%	1863
2025 Q1	$201K	Buy	+3,111	New	+$211K	﹤0.01%	1816
2014 Q1	–	Sell	-14,828	Closed	-$291K	–	1613
2013 Q4	$291K	Sell	14,828 -12,144	-45%	-$218K	﹤0.01%	1440
2013 Q3	$437K	Buy	+26,972	New	+$402K	﹤0.01%	1341

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

Neuberger Berman Group's AX Position: Q2 2026 in Review

Neuberger Berman Group increased its Axos Financial (AX) stake by 2.3% in Q2 2026, buying an estimated $5.86K and bringing the position to 2,879 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Neuberger Berman Group first reported a position in AX in Q3 2013 and has held it in 8 quarters since. The position peaked at $437K in Q3 2013. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Neuberger Berman Group held 2,879 shares of Axos Financial worth $280K as of Q2 2026.
Neuberger Berman Group bought 65 Axos Financial shares in Q2 2026, an estimated $5.86K.
Axos Financial made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #2045 holding.
Neuberger Berman Group first reported a position in Axos Financial in Q3 2013 and has held it in 8 quarters since.
Neuberger Berman Group's Axos Financial position peaked at $437K in Q3 2013.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.