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Pallas Capital Advisors’s Axos Financial AX Stock Holding History

Pallas Capital Advisors’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 		$413K Sell
4,238
-15
-0.4% -$1.35K 0.01% 638
2026
Q1 		$362K Sell
4,253
-125
-3% -$11.4K 0.01% 591
2025
Q4 		$377K Buy
4,378
+8
+0.2% +$659 0.01% 614
2025
Q3 		$370K Hold
4,370
– – 0.01% 613
2025
Q2 		$332K Buy
4,370
+602
+16% +$40.7K 0.01% 618
2025
Q1 		$243K Buy
+3,768
New +$256K 0.01% 637

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

Pallas Capital Advisors's AX Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Axos Financial (AX) stake by 0.35% in Q2 2026, selling an estimated $1.35K and leaving 4,238 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #638.

Pallas Capital Advisors first reported a position in AX in Q1 2025 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Pallas Capital Advisors held 4,238 shares of Axos Financial worth $413K as of Q2 2026.
  • Pallas Capital Advisors sold 15 Axos Financial shares in Q2 2026, an estimated $1.35K.
  • Axos Financial made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #638 holding.
  • Pallas Capital Advisors first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.