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Shaker Investments’s Axos Financial AX Stock Holding History

Shaker Investments’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 		$34.7M Sell
356,376
-12,336
-3% -$1.11M 12.47% 1
2026
Q1 		$31.4M Sell
368,712
-9,958
-3% -$907K 14.28% 1
2025
Q4 		$32.6M Sell
378,670
-21,047
-5% -$1.73M 13.57% 1
2025
Q3 		$33.8M Sell
399,717
-10,655
-3% -$929K 13.54% 1
2025
Q2 		$31.2M Sell
410,372
-12,706
-3% -$859K 12.77% 1
2025
Q1 		$27.3M Sell
423,078
-2,953
-0.7% -$200K 13.15% 1
2024
Q4 		$29.8M Sell
426,031
-13,622
-3% -$995K 12.46% 1
2024
Q3 		$27.6M Sell
439,653
-20,347
-4% -$1.34M 11.52% 1
2024
Q2 		$26.3M Sell
460,000
-6,277
-1% -$341K 11.43% 1
2024
Q1 		$25.2M Sell
466,277
-1,255
-0.3% -$66K 10.67% 1
2023
Q4 		$25.5M Sell
467,532
-2,270
-0.5% -$94.7K 11.9% 1
2023
Q3 		$17.8M Buy
469,802
+2,707
+0.6% +$114K 9.81% 1
2023
Q2 		$18.4M Sell
467,095
-7,935
-2% -$307K 9.4% 1
2023
Q1 		$17.5M Buy
475,030
+1,904
+0.4% +$82.1K 9.8% 1
2022
Q4 		$18.1M Buy
473,126
+22,772
+5% +$868K 11.22% 1
2022
Q3 		$15.4M Buy
450,354
+72
+0% +$2.91K 10.34% 1
2022
Q2 		$16.1M Sell
450,282
-16,148
-3% -$621K 10.26% 1
2022
Q1 		$21.6M Sell
466,430
-4,995
-1% -$264K 11.01% 1
2021
Q4 		$26.4M Sell
471,425
-39,926
-8% -$2.23M 11.36% 1
2021
Q3 		$26.4M Sell
511,351
-21,268
-4% -$1.01M 11.63% 1
2021
Q2 		$24.7M Sell
532,619
-4,136
-0.8% -$193K 11.43% 1
2021
Q1 		$25.2M Sell
536,755
-36,141
-6% -$1.63M 12.23% 1
2020
Q4 		$21.5M Sell
572,896
-69,123
-11% -$2.19M 10.82% 1
2020
Q3 		$15M Sell
642,019
-4,652
-0.7% -$106K 7.65% 1
2020
Q2 		$14.3M Buy
646,671
+1,069
+0.2% +$21.7K 8.12% 1
2020
Q1 		$11.7M Sell
645,602
-13,028
-2% -$327K 10.03% 1
2019
Q4 		$19.9M Sell
658,630
-13,675
-2% -$400K 11.86% 1
2019
Q3 		$18.6M Sell
672,305
-3,285
-0.5% -$88.4K 12.16% 1
2019
Q2 		$18.4M Buy
675,590
+57,599
+9% +$1.69M 12.26% 1
2019
Q1 		$17.9M Sell
617,991
-77,624
-11% -$2.33M 12.39% 1
2018
Q4 		$17.5M Sell
695,615
-6,030
-0.9% -$182K 15.21% 1
2018
Q3 		$24.1M Sell
701,645
-6,877
-1% -$264K 14.9% 1
2018
Q2 		$29M Sell
708,522
-96,786
-12% -$4.02M 17.85% 1
2018
Q1 		$32.6M Sell
805,308
-186,635
-19% -$6.8M 20.22% 1
2017
Q4 		$29.7M Sell
991,943
-39,825
-4% -$1.08M 19.64% 1
2017
Q3 		$29.4M Sell
1,031,768
-23,474
-2% -$613K 20.47% 1
2017
Q2 		$25M Sell
1,055,242
-23,455
-2% -$555K 18.88% 1
2017
Q1 		$28.2M Sell
1,078,697
-55,500
-5% -$1.6M 21.68% 1
2016
Q4 		$32.4M Sell
1,134,197
-21,320
-2% -$508K 25.54% 1
2016
Q3 		$25.9M Buy
1,155,517
+5,783
+0.5% +$112K 20.83% 1
2016
Q2 		$20.4M Sell
1,149,734
-6,706
-0.6% -$126K 18.48% 1
2016
Q1 		$24.7M Buy
1,156,440
+17,460
+2% +$316K 23.42% 1
2015
Q4 		$24M Buy
1,138,980
+17,912
+2% +$422K 19.8% 1
2015
Q3 		$36.1M Sell
1,121,068
-82,156
-7% -$2.45M 28.3% 1
2015
Q2 		$31.8M Sell
1,203,224
-44,240
-4% -$1.05M 22.16% 1
2015
Q1 		$29M Sell
1,247,464
-5,080
-0.4% -$112K 19.35% 1
2014
Q4 		$24.4M Sell
1,252,544
-23,468
-2% -$440K 16.47% 1
2014
Q3 		$23.2M Sell
1,276,012
-160
-0% -$3.02K 15.81% 1
2014
Q2 		$23.4M Buy
1,276,172
+1,960
+0.2% +$38.6K 15.21% 1
2014
Q1 		$27.3M Sell
1,274,212
-24,096
-2% -$518K 16.91% 1
2013
Q4 		$25.5M Buy
+1,298,308
New +$23.3M 16.48% 1

Other funds holding AX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Shaker Investments's AX Position: Q2 2026 in Review

Shaker Investments reduced its Axos Financial (AX) stake by 3.3% in Q2 2026, selling an estimated $1.11M and leaving 356,376 shares worth $34.7M. The position accounts for 12.47% of the portfolio, ranked #1.

Shaker Investments first reported a position in AX in Q4 2013 and has held it in 51 quarters since. The position peaked at $36.1M in Q3 2015. 61 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Shaker Investments held 356,376 shares of Axos Financial worth $34.7M as of Q2 2026.
  • Shaker Investments sold 12,336 Axos Financial shares in Q2 2026, an estimated $1.11M.
  • Axos Financial made up 12.47% of Shaker Investments's portfolio in Q2 2026, its #1 holding.
  • Shaker Investments first reported a position in Axos Financial in Q4 2013 and has held it in 51 quarters since.
  • Shaker Investments's Axos Financial position peaked at $36.1M in Q3 2015.
  • 61 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.