Ridgewood Investments’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54M | Buy |
+18,051
| New | +$1.65M | 0.63% | 49 |
|
|
2025
Q3 | $1.53M | Hold |
18,051
| – | – | 0.64% | 43 |
|
|
2025
Q2 | $1.37M | Hold |
18,051
| – | – | 0.59% | 48 |
|
|
2025
Q1 | $1.16M | Sell |
18,051
-325
| -2% | -$22K | 0.54% | 50 |
|
|
2024
Q4 | $1.28M | Sell |
18,376
-100
| -0.5% | -$7.3K | 0.62% | 37 |
|
|
2024
Q3 | $1.16M | Sell |
18,476
-562
| -3% | -$36.9K | 0.58% | 49 |
|
|
2024
Q2 | $1.09M | Hold |
19,038
| – | – | 0.54% | 49 |
|
|
2024
Q1 | $1.03M | Sell |
19,038
-925
| -5% | -$48.7K | 0.54% | 56 |
|
|
2023
Q4 | $1.09M | Hold |
19,963
| – | – | 0.64% | 47 |
|
|
2023
Q3 | $756K | Hold |
19,963
| – | – | 0.5% | 64 |
|
|
2023
Q2 | $787K | Hold |
19,963
| – | – | 0.45% | 58 |
|
|
2023
Q1 | $737K | Hold |
19,963
| – | – | 0.45% | 56 |
|
|
2022
Q4 | $763K | Hold |
19,963
| – | – | 0.54% | 53 |
|
|
2022
Q3 | $683K | Sell |
19,963
-300
| -1% | -$12.1K | 0.57% | 52 |
|
|
2022
Q2 | $726K | Hold |
20,263
| – | – | 0.57% | 55 |
|
|
2022
Q1 | $940K | Sell |
20,263
-3,279
| -14% | -$173K | 0.62% | 45 |
|
|
2021
Q4 | $1.32M | Sell |
23,542
-100
| -0.4% | -$5.59K | 0.83% | 27 |
|
|
2021
Q3 | $1.22M | Hold |
23,642
| – | – | 0.83% | 31 |
|
|
2021
Q2 | $1.1M | Sell |
23,642
-29,745
| -56% | -$1.39M | 0.7% | 45 |
|
|
2021
Q1 | $2.51M | Sell |
53,387
-1,404
| -3% | -$63.2K | 1.54% | 6 |
|
|
2020
Q4 | $1.28M | Hold |
54,791
| – | – | 1.01% | 18 |
|
|
2020
Q3 | $1.28M | Sell |
54,791
-2,130
| -4% | -$48.7K | 1% | 18 |
|
|
2020
Q2 | $1.26M | Sell |
56,921
-3,000
| -5% | -$61K | 1.04% | 20 |
|
|
2020
Q1 | $1.09M | Sell |
59,921
-8,303
| -12% | -$209K | 1.1% | 18 |
|
|
2019
Q4 | $2.07M | Sell |
68,224
-1,325
| -2% | -$38.7K | 1.46% | 7 |
|
|
2019
Q3 | $1.92M | Sell |
69,549
-3,000
| -4% | -$80.8K | 1.5% | 7 |
|
|
2019
Q2 | $1.98M | Sell |
72,549
-800
| -1% | -$23.5K | 1.55% | 6 |
|
|
2019
Q1 | $2.12M | Buy |
73,349
+4,200
| +6% | +$126K | 1.75% | 5 |
|
|
2018
Q4 | $2.38M | Hold |
69,149
| – | – | 1.9% | 4 |
|
|
2018
Q3 | $2.38M | Buy |
69,149
+6,650
| +11% | +$255K | 1.89% | 4 |
|
|
2018
Q2 | $2.56M | Buy |
62,499
+200
| +0.3% | +$8.31K | 2.28% | 4 |
|
|
2018
Q1 | $2.52M | Hold |
62,299
| – | – | 2.32% | 4 |
|
|
2017
Q4 | $1.86M | Sell |
62,299
-1,000
| -2% | -$27.2K | 1.67% | 7 |
|
|
2017
Q3 | $1.8M | Hold |
63,299
| – | – | 1.72% | 7 |
|
|
2017
Q2 | $1.5M | Hold |
63,299
| – | – | 1.5% | 12 |
|
|
2017
Q1 | $1.65M | Hold |
63,299
| – | – | 1.78% | 7 |
|
|
2016
Q4 | $1.81M | Buy |
+63,299
| New | +$1.51M | 2.13% | 6 |
|
Other funds holding AX
VPM
VCM
DAM
Ridgewood Investments's AX Position: Q1 2026 in Review
Ridgewood Investments opened a new position in Axos Financial (AX) in Q1 2026: 18,051 shares worth $1.54M. The stake represents 0.63% of the portfolio and ranks #49 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in AX as recently as Q3 2025.
Ridgewood Investments first reported a position in AX in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.56M in Q2 2018. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.
- Ridgewood Investments held 18,051 shares of Axos Financial worth $1.54M as of Q1 2026.
- Axos Financial was a new Ridgewood Investments position in Q1 2026.
- Axos Financial made up 0.63% of Ridgewood Investments's portfolio in Q1 2026, its #49 holding.
- Ridgewood Investments first reported a position in Axos Financial in Q4 2016 and has held it in 37 quarters since.
- Ridgewood Investments's Axos Financial position peaked at $2.56M in Q2 2018.
- 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.
Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.