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NFJ Investment Group’s Axos Financial AX Stock Holding History

NFJ Investment 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
Q1 		– Sell
-15,262
Closed -$1.31M – 226
2025
Q4 		$1.31M Sell
15,262
-676
-4% -$55.7K 0.05% 178
2025
Q3 		$1.35M Sell
15,938
-9,462
-37% -$825K 0.05% 206
2025
Q2 		$1.93M Sell
25,400
-159
-0.6% -$10.7K 0.07% 206
2025
Q1 		$1.65M Hold
25,559
– – 0.06% 210
2024
Q4 		$1.79M Sell
25,559
-314
-1% -$22.9K 0.06% 214
2024
Q3 		$1.63M Buy
+25,873
New +$1.7M 0.05% 230

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NFJ Investment Group's AX Position: Q1 2026 in Review

NFJ Investment Group sold out of Axos Financial (AX) in Q1 2026, closing a stake of 15,262 shares — an estimated $1.31M sold.

NFJ Investment Group first reported a position in AX in Q3 2024 and held it in 6 quarters. The position peaked at $1.93M in Q2 2025. 386 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • NFJ Investment Group reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • NFJ Investment Group sold 15,262 Axos Financial shares in Q1 2026, an estimated $1.31M.
  • NFJ Investment Group first reported a position in Axos Financial in Q3 2024 and held it in 6 quarters.
  • NFJ Investment Group's Axos Financial position peaked at $1.93M in Q2 2025.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.