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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PMC FIG Opportunities's AX Position: Q1 2026 in Review

PMC FIG Opportunities increased its Axos Financial (AX) stake by 805% in Q1 2026, buying an estimated $4.81M and bringing the position to 59,280 shares worth $5.04M. The position accounts for 7.76% of the portfolio, ranked #1.

PMC FIG Opportunities first reported a position in AX in Q1 2023 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

PMC FIG Opportunities held 59,280 shares of Axos Financial worth $5.04M as of Q1 2026.
PMC FIG Opportunities bought 52,732 Axos Financial shares in Q1 2026, an estimated $4.81M.
Axos Financial made up 7.76% of PMC FIG Opportunities's portfolio in Q1 2026, its #1 holding.
PMC FIG Opportunities first reported a position in Axos Financial in Q1 2023 and has held it in 5 quarters since.
384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on PMC FIG Opportunities's 13F filing for Q1 2026, filed 15 May 2026.