RG
AX icon

Renaissance Group’s Axos Financial AX Stock Holding History

Renaissance Group’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 		$9.16M Sell
94,091
-19,293
-17% -$1.74M 0.37% 75
2026
Q1 		$9.65M Buy
113,384
+21,786
+24% +$1.99M 0.4% 72
2025
Q4 		$7.89M Sell
91,598
-452
-0.5% -$37.2K 0.32% 79
2025
Q3 		$7.79M Buy
92,050
+7,860
+9% +$685K 0.29% 95
2025
Q2 		$6.4M Buy
84,190
+20,109
+31% +$1.36M 0.25% 99
2025
Q1 		$4.13M Buy
64,081
+12,321
+24% +$836K 0.18% 115
2024
Q4 		$3.62M Buy
51,760
+5,269
+11% +$385K 0.15% 123
2024
Q3 		$2.92M Buy
+46,491
New +$3.06M 0.12% 126

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

Renaissance Group's AX Position: Q2 2026 in Review

Renaissance Group reduced its Axos Financial (AX) stake by 17% in Q2 2026, selling an estimated $1.74M and leaving 94,091 shares worth $9.16M. The position accounts for 0.37% of the portfolio, ranked #75.

Renaissance Group first reported a position in AX in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.65M in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Renaissance Group held 94,091 shares of Axos Financial worth $9.16M as of Q2 2026.
  • Renaissance Group sold 19,293 Axos Financial shares in Q2 2026, an estimated $1.74M.
  • Axos Financial made up 0.37% of Renaissance Group's portfolio in Q2 2026, its #75 holding.
  • Renaissance Group first reported a position in Axos Financial in Q3 2024 and has held it in 8 quarters since.
  • Renaissance Group's Axos Financial position peaked at $9.65M in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Renaissance Group's 13F filing for Q2 2026, filed 13 Aug 2026.