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Sprucegrove Investment Management’s Axos Financial AX Stock Holding History

Sprucegrove Investment Management’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 		$136K Hold
1,400
– – 0.02% 38
2026
Q1 		$119K Hold
1,400
– – 0.02% 40
2025
Q4 		$121K Hold
1,400
– – 0.01% 35
2025
Q3 		$119K Buy
1,400
+100
+8% +$8.71K 0.01% 37
2025
Q2 		$98.9K Buy
+1,300
New +$87.9K 0.01% 39

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

Sprucegrove Investment Management's AX Position: Q2 2026 in Review

Sprucegrove Investment Management held its Axos Financial (AX) position steady in Q2 2026 at 1,400 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #38.

Sprucegrove Investment Management first reported a position in AX in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Sprucegrove Investment Management held 1,400 shares of Axos Financial worth $136K as of Q2 2026.
  • Sprucegrove Investment Management left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up 0.02% of Sprucegrove Investment Management's portfolio in Q2 2026, its #38 holding.
  • Sprucegrove Investment Management first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Sprucegrove Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.