OP Asset Management’s Axos Financial AX Stock Holding History

OP 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	$1.89M	Hold	19,397	–	–	0.02%	492
2026 Q1	$1.65M	Sell	19,397 -5,299	-21%	-$483K	0.02%	505
2025 Q4	$2.13M	Hold	24,696	–	–	0.03%	428
2025 Q3	$2.09M	Buy	24,696 +1,476	+6%	+$129K	0.03%	438
2025 Q2	$1.77M	Buy	23,220 +3,296	+17%	+$223K	0.03%	479
2025 Q1	$1.29M	Buy	+19,924	New	+$1.35M	0.02%	551

Other funds holding AX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

OP Asset Management held its Axos Financial (AX) position steady in Q2 2026 at 19,397 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #492.

OP Asset Management first reported a position in AX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.13M in Q4 2025. 84 funds tracked by Wall St. Rank hold AX as of Q2 2026.

OP Asset Management held 19,397 shares of Axos Financial worth $1.89M as of Q2 2026.
OP Asset Management left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up 0.02% of OP Asset Management's portfolio in Q2 2026, its #492 holding.
OP Asset Management first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's Axos Financial position peaked at $2.13M in Q4 2025.
84 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.