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Persistent Asset Partners’s Axos Financial AX Stock Holding History

Persistent Asset Partners’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 		– Sell
-23,326
Closed -$1.98M – 821
2026
Q1 		$1.98M Buy
23,326
+20,988
+898% +$1.91M 0.74% 30
2025
Q4 		$201K Sell
2,338
-10,391
-82% -$856K 0.09% 212
2025
Q3 		$1.08M Sell
12,729
-6,052
-32% -$527K 0.74% 40
2025
Q2 		$1.43M Buy
+18,781
New +$1.27M 1.06% 27

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

Persistent Asset Partners's AX Position: Q2 2026 in Review

Persistent Asset Partners sold out of Axos Financial (AX) in Q2 2026, closing a stake of 23,326 shares — an estimated $1.98M sold.

Persistent Asset Partners first reported a position in AX in Q2 2025 and held it in 4 quarters. The position peaked at $1.98M in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Persistent Asset Partners reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Persistent Asset Partners sold 23,326 Axos Financial shares in Q2 2026, an estimated $1.98M.
  • Persistent Asset Partners first reported a position in Axos Financial in Q2 2025 and held it in 4 quarters.
  • Persistent Asset Partners's Axos Financial position peaked at $1.98M in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Persistent Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.