Optima Capital’s Axos Financial AX Stock Holding History

Optima 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	-6	Closed	-$517	–	254
2025 Q4	$517	Buy	+6	New	+$494	﹤0.01%	1206

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Optima Capital's AX Position: Q1 2026 in Review

Optima Capital sold out of Axos Financial (AX) in Q1 2026, closing a stake of 6 shares — an estimated $517 sold.

Optima Capital first reported a position in AX in Q4 2025 and held it in 1 quarter. The position peaked at $517 in Q4 2025. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

Optima Capital reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 6 Axos Financial shares in Q1 2026, an estimated $517.
Optima Capital first reported a position in Axos Financial in Q4 2025 and held it in 1 quarter.
Optima Capital's Axos Financial position peaked at $517 in Q4 2025.
385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.