Polen Capital Management
AX icon

Polen Capital Management’s Axos Financial AX Stock Holding History

Polen 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 		– Sell
-16,849
Closed -$1.43M – 225
2026
Q1 		$1.43M Buy
16,849
+5,863
+53% +$534K 0.01% 124
2025
Q4 		$947K Buy
10,986
+1,807
+20% +$149K ﹤0.01% 138
2025
Q3 		$777K Buy
+9,179
New +$800K ﹤0.01% 156

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Fidelity Investments
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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

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

Polen Capital Management sold out of Axos Financial (AX) in Q2 2026, closing a stake of 16,849 shares — an estimated $1.43M sold.

Polen Capital Management first reported a position in AX in Q3 2025 and held it in 3 quarters. The position peaked at $1.43M in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Polen Capital Management reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 16,849 Axos Financial shares in Q2 2026, an estimated $1.43M.
  • Polen Capital Management first reported a position in Axos Financial in Q3 2025 and held it in 3 quarters.
  • Polen Capital Management's Axos Financial position peaked at $1.43M in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.