NC
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nVerses Capital’s Axos Financial AX Stock Holding History

nVerses Capital’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
-2,560
Closed -$221K – 364
2025
Q4 		$221K Buy
+2,560
New +$211K 0.49% 117
2024
Q4 		– Sell
-5,100
Closed -$321K – 95
2024
Q3 		$321K Buy
5,100
+2,400
+89% +$158K 0.15% 220
2024
Q2 		$154K Buy
2,700
+1,900
+238% +$103K 0.09% 320
2024
Q1 		$43.2K Buy
+800
New +$42.1K 0.1% 300

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return

nVerses Capital's AX Position: Q1 2026 in Review

nVerses Capital sold out of Axos Financial (AX) in Q1 2026, closing a stake of 2,560 shares — an estimated $221K sold.

nVerses Capital first reported a position in AX in Q1 2024 and held it in 4 quarters. The position peaked at $321K in Q3 2024. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • nVerses Capital reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • nVerses Capital sold 2,560 Axos Financial shares in Q1 2026, an estimated $221K.
  • nVerses Capital first reported a position in Axos Financial in Q1 2024 and held it in 4 quarters.
  • nVerses Capital's Axos Financial position peaked at $321K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on nVerses Capital's 13F filing for Q1 2026, filed 13 May 2026.