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Orchard Capital Management’s Axos Financial AX Stock Holding History

Orchard Capital 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 		$2.19M Buy
22,491
+283
+1% +$25.5K 2.13% 22
2026
Q1 		$1.89M Sell
22,208
-17,466
-44% -$1.59M 1.97% 20
2025
Q4 		$3.42M Buy
39,674
+635
+2% +$52.3K 2.97% 7
2025
Q3 		$3.3M Buy
39,039
+1,153
+3% +$100K 2.86% 5
2025
Q2 		$2.88M Sell
37,886
-61,013
-62% -$4.12M 3.19% 7
2025
Q1 		$6.38M Sell
98,899
-31,258
-24% -$2.12M 4.36% 7
2024
Q4 		$9.21M Sell
130,157
-7,315
-5% -$534K 3.63% 12
2024
Q3 		$8.57M Sell
137,472
-18,047
-12% -$1.19M 2.95% 18
2024
Q2 		$8.89M Sell
155,519
-2,021
-1% -$110K 2.68% 20
2024
Q1 		$8.51M Sell
157,540
-155,773
-50% -$8.2M 2.5% 20
2023
Q4 		$17.1M Buy
313,313
+15,677
+5% +$654K 5.36% 1
2023
Q3 		$11.3M Hold
297,636
– – 4.17% 3
2023
Q2 		$11.7M Sell
297,636
-24,114
-7% -$934K 3.95% 3
2023
Q1 		$11.9M Buy
321,750
+10,000
+3% +$431K 3.97% 5
2022
Q4 		$11.9M Hold
311,750
– – 3.99% 6
2022
Q3 		$10.7M Sell
311,750
-157,121
-34% -$6.36M 3.99% 5
2022
Q2 		$19.4M Buy
468,871
+12,300
+3% +$473K 6.07% 2
2022
Q1 		$21.2M Buy
456,571
+10,000
+2% +$528K 6.02% 2
2021
Q4 		$25M Hold
446,571
– – 7.32% 2
2021
Q3 		$23M Hold
446,571
– – 6.93% 2
2021
Q2 		$20.7M Buy
446,571
+47,266
+12% +$2.21M 5.98% 2
2021
Q1 		$18.8M Buy
399,305
+37,593
+10% +$1.69M 5.91% 2
2020
Q4 		$13.6M Buy
+361,712
New +$11.4M 5.79% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Orchard Capital Management's AX Position: Q2 2026 in Review

Orchard Capital Management increased its Axos Financial (AX) stake by 1.3% in Q2 2026, buying an estimated $25.5K and bringing the position to 22,491 shares worth $2.19M. The position accounts for 2.13% of the portfolio, ranked #22.

Orchard Capital Management first reported a position in AX in Q4 2020 and has held it in 23 quarters since. The position peaked at $25M in Q4 2021. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Orchard Capital Management held 22,491 shares of Axos Financial worth $2.19M as of Q2 2026.
  • Orchard Capital Management bought 283 Axos Financial shares in Q2 2026, an estimated $25.5K.
  • Axos Financial made up 2.13% of Orchard Capital Management's portfolio in Q2 2026, its #22 holding.
  • Orchard Capital Management first reported a position in Axos Financial in Q4 2020 and has held it in 23 quarters since.
  • Orchard Capital Management's Axos Financial position peaked at $25M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Orchard Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.