Nomura Asset Management’s Axos Financial AX Stock Holding History

Nomura Asset 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 Q2	–	Sell	-310	Closed	-$26.4K	–	1415
2026 Q1	$26.4K	Hold	310	–	–	﹤0.01%	1393
2025 Q4	$26.7K	Hold	310	–	–	﹤0.01%	1352
2025 Q3	$26.2K	Hold	310	–	–	﹤0.01%	1360
2025 Q2	$23.6K	Hold	310	–	–	﹤0.01%	1368
2025 Q1	$20K	Hold	310	–	–	﹤0.01%	1437
2024 Q4	$21.7K	Hold	310	–	–	﹤0.01%	1363
2024 Q3	$19.5K	Hold	310	–	–	﹤0.01%	1406
2024 Q2	$17.7K	Hold	310	–	–	﹤0.01%	1417
2024 Q1	$16.8K	Hold	310	–	–	﹤0.01%	1455
2023 Q4	$16.9K	Hold	310	–	–	﹤0.01%	1413
2023 Q3	$11.7K	Hold	310	–	–	﹤0.01%	1471
2023 Q2	$12.2K	Hold	310	–	–	﹤0.01%	1486
2023 Q1	$11.4K	Buy	+310	New	+$13.4K	﹤0.01%	1496
2022 Q2	–	Sell	-75,328	Closed	-$3.49M	–	1537
2022 Q1	$3.49M	Hold	75,328	–	–	0.02%	596
2021 Q4	$4.21M	Buy	+75,328	New	+$4.21M	0.02%	541
2021 Q3	–	Sell	-105,123	Closed	-$4.88M	–	986
2021 Q2	$4.88M	Buy	105,123 +26,123	+33%	+$1.22M	0.03%	487
2021 Q1	$3.71M	Hold	79,000	–	–	0.02%	534
2020 Q4	$2.96M	Buy	+79,000	New	+$2.5M	0.02%	569
2018 Q3	–	Sell	-35,350	Closed	-$1.45M	–	939
2018 Q2	$1.45M	Buy	+35,350	New	+$1.47M	0.02%	647

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

Nomura Asset Management's AX Position: Q2 2026 in Review

Nomura Asset Management sold out of Axos Financial (AX) in Q2 2026, closing a stake of 310 shares — an estimated $26.4K sold.

Nomura Asset Management first reported a position in AX in Q2 2018 and held it in 19 quarters. The position peaked at $4.88M in Q2 2021. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Nomura Asset Management reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
Nomura Asset Management sold 310 Axos Financial shares in Q2 2026, an estimated $26.4K.
Nomura Asset Management first reported a position in Axos Financial in Q2 2018 and held it in 19 quarters.
Nomura Asset Management's Axos Financial position peaked at $4.88M in Q2 2021.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Nomura Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.