Premier Fund Managers’s Axos Financial AX Stock Holding History

Premier Fund Managers’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	$249K	Hold	2,581	–	–	0.02%	146
2026 Q1	$214K	Sell	2,581 -3,821	-60%	-$348K	0.02%	145
2025 Q4	$556K	Sell	6,402 -3,559	-36%	-$293K	0.03%	123
2025 Q3	$859K	Buy	9,961 +1,240	+14%	+$108K	0.04%	110
2025 Q2	$669K	Hold	8,721	–	–	0.02%	124
2025 Q1	$554K	Hold	8,721	–	–	0.02%	149
2024 Q4	$618K	Hold	8,721	–	–	0.02%	158
2024 Q3	$543K	Hold	8,721	–	–	0.02%	158
2024 Q2	$481K	Buy	+8,721	New	+$474K	0.02%	154
2021 Q3	–	Sell	-34,100	Closed	-$1.58M	–	220
2021 Q2	$1.58M	Hold	34,100	–	–	0.05%	187
2021 Q1	$1.63M	Hold	34,100	–	–	0.06%	178
2020 Q4	$1.27M	Hold	34,100	–	–	0.06%	194
2020 Q3	$799K	Buy	34,100 +3,100	+10%	+$70.9K	0.05%	193
2020 Q2	$684K	Buy	+31,000	New	+$630K	0.04%	197

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

Premier Fund Managers's AX Position: Q2 2026 in Review

Premier Fund Managers held its Axos Financial (AX) position steady in Q2 2026 at 2,581 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #146.

Premier Fund Managers first reported a position in AX in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.63M in Q1 2021. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Premier Fund Managers held 2,581 shares of Axos Financial worth $249K as of Q2 2026.
Premier Fund Managers left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up 0.02% of Premier Fund Managers's portfolio in Q2 2026, its #146 holding.
Premier Fund Managers first reported a position in Axos Financial in Q2 2020 and has held it in 14 quarters since.
Premier Fund Managers's Axos Financial position peaked at $1.63M in Q1 2021.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Premier Fund Managers's 13F filing for Q2 2026, filed 22 Jul 2026.