Royce & Associates’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 | $11.5M | Buy |
134,616
+25,109
| +23% | +$2.29M | 0.11% | 287 |
|
|
2025
Q4 | $9.44M | Buy |
109,507
+8,964
| +9% | +$738K | 0.1% | 326 |
|
|
2025
Q3 | $8.51M | Sell |
100,543
-3,050
| -3% | -$266K | 0.08% | 354 |
|
|
2025
Q2 | $7.88M | Buy |
103,593
+10,503
| +11% | +$710K | 0.08% | 352 |
|
|
2025
Q1 | $6.01M | Sell |
93,090
-11,861
| -11% | -$805K | 0.07% | 407 |
|
|
2024
Q4 | $7.33M | Sell |
104,951
-12,052
| -10% | -$880K | 0.07% | 404 |
|
|
2024
Q3 | $7.36M | Sell |
117,003
-11,207
| -9% | -$737K | 0.07% | 396 |
|
|
2024
Q2 | $7.33M | Sell |
128,210
-11,105
| -8% | -$604K | 0.07% | 403 |
|
|
2024
Q1 | $7.53M | Buy |
139,315
+4,672
| +3% | +$246K | 0.07% | 404 |
|
|
2023
Q4 | $7.35M | Sell |
134,643
-24,721
| -16% | -$1.03M | 0.07% | 408 |
|
|
2023
Q3 | $6.03M | Sell |
159,364
-4,683
| -3% | -$198K | 0.06% | 433 |
|
|
2023
Q2 | $6.47M | Sell |
164,047
-113,115
| -41% | -$4.38M | 0.06% | 437 |
|
|
2023
Q1 | $10.2M | Buy |
277,162
+5,600
| +2% | +$242K | 0.1% | 301 |
|
|
2022
Q4 | $10.4M | Buy |
271,562
+12,148
| +5% | +$463K | 0.11% | 283 |
|
|
2022
Q3 | $8.88M | Buy |
259,414
+4,300
| +2% | +$174K | 0.1% | 296 |
|
|
2022
Q2 | $9.15M | Buy |
255,114
+2,000
| +0.8% | +$76.9K | 0.09% | 306 |
|
|
2022
Q1 | $11.7M | Sell |
253,114
-132,162
| -34% | -$6.98M | 0.1% | 305 |
|
|
2021
Q4 | $21.5M | Sell |
385,276
-35,560
| -8% | -$1.99M | 0.16% | 177 |
|
|
2021
Q3 | $21.7M | Buy |
420,836
+43,345
| +11% | +$2.06M | 0.16% | 178 |
|
|
2021
Q2 | $17.5M | Buy |
377,491
+3,203
| +0.9% | +$150K | 0.12% | 288 |
|
|
2021
Q1 | $17.6M | Buy |
374,288
+65,504
| +21% | +$2.95M | 0.12% | 291 |
|
|
2020
Q4 | $11.6M | Buy |
308,784
+3,048
| +1% | +$96.4K | 0.1% | 333 |
|
|
2020
Q3 | $7.13M | Sell |
305,736
-17,977
| -6% | -$411K | 0.08% | 381 |
|
|
2020
Q2 | $7.15M | Sell |
323,713
-1,886
| -0.6% | -$38.4K | 0.08% | 367 |
|
|
2020
Q1 | $5.9M | Buy |
325,599
+13,616
| +4% | +$342K | 0.08% | 327 |
|
|
2019
Q4 | $9.45M | Buy |
311,983
+14,080
| +5% | +$411K | 0.08% | 341 |
|
|
2019
Q3 | $8.24M | Sell |
297,903
-151,756
| -34% | -$4.08M | 0.08% | 358 |
|
|
2019
Q2 | $12.3M | Buy |
449,659
+9,137
| +2% | +$269K | 0.11% | 268 |
|
|
2019
Q1 | $12.8M | Sell |
440,522
-48,041
| -10% | -$1.44M | 0.11% | 262 |
|
|
2018
Q4 | $12.3M | Buy |
488,563
+6,308
| +1% | +$190K | 0.11% | 261 |
|
|
2018
Q3 | $16.6M | Buy |
482,255
+4,657
| +1% | +$179K | 0.11% | 269 |
|
|
2018
Q2 | $19.5M | Sell |
477,598
-33,749
| -7% | -$1.4M | 0.14% | 207 |
|
|
2018
Q1 | $20.7M | Buy |
511,347
+5,360
| +1% | +$195K | 0.15% | 190 |
|
|
2017
Q4 | $15.1M | Sell |
505,987
-12,927
| -2% | -$352K | 0.1% | 289 |
|
|
2017
Q3 | $14.8M | Sell |
518,914
-42,086
| -8% | -$1.1M | 0.1% | 287 |
|
|
2017
Q2 | $13.3M | Buy |
561,000
+214,800
| +62% | +$5.08M | 0.09% | 316 |
|
|
2017
Q1 | $9.05M | Sell |
346,200
-101,700
| -23% | -$2.94M | 0.06% | 414 |
|
|
2016
Q4 | $12.8M | Buy |
447,900
+32,500
| +8% | +$774K | 0.08% | 317 |
|
|
2016
Q3 | $9.3M | Buy |
415,400
+157,100
| +61% | +$3.05M | 0.06% | 401 |
|
|
2016
Q2 | $4.57M | Buy |
258,300
+241,300
| +1,419% | +$4.53M | 0.03% | 617 |
|
|
2016
Q1 | $363K | Buy |
+17,000
| New | +$308K | ﹤0.01% | 1016 |
|
|
2014
Q1 | – | Sell |
-145,048
| Closed | -$2.84M | – | 1415 |
|
|
2013
Q4 | $2.84M | Sell |
145,048
-463,752
| -76% | -$8.34M | 0.01% | 1005 |
|
|
2013
Q3 | $9.87M | Sell |
608,800
-844,400
| -58% | -$12.6M | 0.03% | 667 |
|
|
2013
Q2 | $16.6M | Buy |
+1,453,200
| New | +$15.1M | 0.05% | 420 |
|
Other funds holding AX
VPM
VCM
DAM
