PMC FIG Opportunities’s Axos Financial AX Stock Holding History

PMC FIG Opportunities’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	$2.49M	Sell	25,599 -33,681	-57%	-$3.04M	3.98%	7
2026 Q1	$5.04M	Buy	59,280 +52,732	+805%	+$4.81M	7.76%	1
2025 Q4	$564K	Sell	6,548 -33,048	-83%	-$2.72M	0.89%	28
2025 Q3	$3.35M	Sell	39,596 -14,863	-27%	-$1.3M	5.06%	5
2025 Q2	$4.14M	Buy	+54,459	New	+$3.68M	6.11%	3
2023 Q2	–	Sell	-17,000	Closed	-$628K	–	23
2023 Q1	$628K	Buy	+17,000	New	+$733K	4%	11

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PMC FIG Opportunities's AX Position: Q2 2026 in Review

PMC FIG Opportunities reduced its Axos Financial (AX) stake by 57% in Q2 2026, selling an estimated $3.04M and leaving 25,599 shares worth $2.49M. The position accounts for 3.98% of the portfolio, ranked #7.

PMC FIG Opportunities first reported a position in AX in Q1 2023 and has held it in 6 quarters since. The position peaked at $5.04M in Q1 2026. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

PMC FIG Opportunities held 25,599 shares of Axos Financial worth $2.49M as of Q2 2026.
PMC FIG Opportunities sold 33,681 Axos Financial shares in Q2 2026, an estimated $3.04M.
Axos Financial made up 3.98% of PMC FIG Opportunities's portfolio in Q2 2026, its #7 holding.
PMC FIG Opportunities first reported a position in Axos Financial in Q1 2023 and has held it in 6 quarters since.
PMC FIG Opportunities's Axos Financial position peaked at $5.04M in Q1 2026.
385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on PMC FIG Opportunities's 13F filing for Q2 2026, filed 14 Aug 2026.