SummerHaven Investment Management’s Axos Financial AX Stock Holding History

SummerHaven 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
2025 Q3	–	Sell	-13,620	Closed	-$1.04M	–	210
2025 Q2	$1.04M	Buy	13,620 +234	+2%	+$15.8K	0.68%	36
2025 Q1	$864K	Buy	13,386 +206	+2%	+$14K	0.6%	59
2024 Q4	$921K	Hold	13,180	–	–	0.57%	57
2024 Q3	$829K	Sell	13,180 -4,465	-25%	-$293K	0.51%	105
2024 Q2	$1.01M	Buy	17,645 +281	+2%	+$15.3K	0.66%	37
2024 Q1	$938K	Buy	17,364 +179	+1%	+$9.42K	0.59%	59
2023 Q4	$938K	Buy	17,185 +206	+1%	+$8.6K	0.6%	40
2023 Q3	$643K	Buy	+16,979	New	+$718K	0.47%	130

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

SummerHaven Investment Management's AX Position: Q3 2025 in Review

SummerHaven Investment Management sold out of Axos Financial (AX) in Q3 2025, closing a stake of 13,620 shares — an estimated $1.04M sold.

SummerHaven Investment Management first reported a position in AX in Q3 2023 and held it in 8 quarters. The position peaked at $1.04M in Q2 2025. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

SummerHaven Investment Management reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
SummerHaven Investment Management sold 13,620 Axos Financial shares in Q3 2025, an estimated $1.04M.
SummerHaven Investment Management first reported a position in Axos Financial in Q3 2023 and held it in 8 quarters.
SummerHaven Investment Management's Axos Financial position peaked at $1.04M in Q2 2025.
382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.