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SJS Investment Consulting’s Axos Financial AX Stock Holding History

SJS Investment Consulting’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 		$8.57K Buy
88
+73
+487% +$6.58K ﹤0.01% 1145
2026
Q1 		$1.28K Buy
15
+7
+88% +$638 ﹤0.01% 1391
2025
Q4 		$690 Hold
8
– – ﹤0.01% 1420
2025
Q3 		$678 Hold
8
– – ﹤0.01% 1135
2025
Q2 		$609 Sell
8
-3
-27% -$203 ﹤0.01% 1040
2025
Q1 		$710 Hold
11
– – ﹤0.01% 1125
2024
Q4 		$769 Sell
11
-1
-8% -$73 ﹤0.01% 1096
2024
Q3 		$755 Sell
12
-1
-8% -$66 ﹤0.01% 1168
2024
Q2 		$743 Hold
13
– – ﹤0.01% 1144
2024
Q1 		$703 Hold
13
– – ﹤0.01% 1170
2023
Q4 		$710 Sell
13
-2
-13% -$83 ﹤0.01% 1099
2023
Q3 		$568 Hold
15
– – ﹤0.01% 1168
2023
Q2 		$592 Buy
15
+3
+25% +$116 ﹤0.01% 1103
2023
Q1 		$444 Sell
12
-5
-29% -$216 ﹤0.01% 1188
2022
Q4 		$650 Sell
17
-4
-19% -$152 ﹤0.01% 1142
2022
Q3 		$0 Buy
+21
New +$850 ﹤0.01% 1051
2022
Q1 		$0 Buy
+2
New +$106 ﹤0.01% 725

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

SJS Investment Consulting's AX Position: Q2 2026 in Review

SJS Investment Consulting increased its Axos Financial (AX) stake by 487% in Q2 2026, buying an estimated $6.58K and bringing the position to 88 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

SJS Investment Consulting first reported a position in AX in Q1 2022 and has held it in 17 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • SJS Investment Consulting held 88 shares of Axos Financial worth $8.57K as of Q2 2026.
  • SJS Investment Consulting bought 73 Axos Financial shares in Q2 2026, an estimated $6.58K.
  • Axos Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1145 holding.
  • SJS Investment Consulting first reported a position in Axos Financial in Q1 2022 and has held it in 17 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.