Sterling Capital Management’s Axos Financial AX Stock Holding History

Sterling Capital 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	$97.5K	Sell	1,001 -6,663	-87%	-$600K	﹤0.01%	1401
2026 Q1	$652K	Sell	7,664 -4,662	-38%	-$425K	0.01%	653
2025 Q4	$1.06M	Sell	12,326 -498	-4%	-$41K	0.02%	624
2025 Q3	$1.09M	Buy	12,824 +2,044	+19%	+$178K	0.02%	604
2025 Q2	$820K	Buy	10,780 +408	+4%	+$27.6K	0.01%	698
2025 Q1	$669K	Sell	10,372 -1,580	-13%	-$107K	0.01%	723
2024 Q4	$835K	Buy	11,952 +1,402	+13%	+$102K	0.01%	694
2024 Q3	$663K	Buy	+10,550	New	+$693K	0.01%	728
2017 Q4	–	Sell	-30,016	Closed	-$855K	–	885
2017 Q3	$855K	Buy	+30,016	New	+$784K	0.01%	672
2017 Q2	–	Sell	-29,729	Closed	-$777K	–	932
2017 Q1	$777K	Hold	29,729	–	–	0.01%	705
2016 Q4	$849K	Buy	+29,729	New	+$708K	0.01%	647
2016 Q2	–	Sell	-28,026	Closed	-$598K	–	927
2016 Q1	$598K	Buy	+28,026	New	+$508K	0.01%	690

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sterling Capital Management's AX Position: Q2 2026 in Review

Sterling Capital Management reduced its Axos Financial (AX) stake by 87% in Q2 2026, selling an estimated $600K and leaving 1,001 shares worth $97.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Sterling Capital Management first reported a position in AX in Q1 2016 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Sterling Capital Management held 1,001 shares of Axos Financial worth $97.5K as of Q2 2026.
Sterling Capital Management sold 6,663 Axos Financial shares in Q2 2026, an estimated $600K.
Axos Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1401 holding.
Sterling Capital Management first reported a position in Axos Financial in Q1 2016 and has held it in 12 quarters since.
Sterling Capital Management's Axos Financial position peaked at $1.09M in Q3 2025.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.