PCM
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Palouse Capital Management’s Axos Financial AX Stock Holding History

Palouse 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 		$210K Hold
2,158
– – 0.13% 68
2026
Q1 		$184K Sell
2,158
-362
-14% -$33K 0.12% 70
2025
Q4 		$217K Sell
2,520
-84
-3% -$6.92K 0.14% 66
2025
Q3 		$220K Sell
2,604
-41
-2% -$3.57K 0.14% 68
2025
Q2 		$201K Sell
2,645
-4
-0.2% -$270 0.13% 63
2025
Q1 		$171K Buy
2,649
+718
+37% +$48.7K 0.12% 69
2024
Q4 		$135K Sell
1,931
-550
-22% -$40.2K 0.09% 83
2024
Q3 		$156K Sell
2,481
-44
-2% -$2.89K 0.1% 76
2024
Q2 		$144K Sell
2,525
-179
-7% -$9.74K 0.1% 80
2024
Q1 		$146K Buy
+2,704
New +$142K 0.1% 85

Other funds holding AX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Palouse Capital Management held its Axos Financial (AX) position steady in Q2 2026 at 2,158 shares worth $210K. The position accounts for 0.13% of the portfolio, ranked #68.

Palouse Capital Management first reported a position in AX in Q1 2024 and has held it in 10 quarters since. The position peaked at $220K in Q3 2025. 42 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Palouse Capital Management held 2,158 shares of Axos Financial worth $210K as of Q2 2026.
  • Palouse Capital Management left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up 0.13% of Palouse Capital Management's portfolio in Q2 2026, its #68 holding.
  • Palouse Capital Management first reported a position in Axos Financial in Q1 2024 and has held it in 10 quarters since.
  • Palouse Capital Management's Axos Financial position peaked at $220K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.