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Summit Global Investments’s Axos Financial AX Stock Holding History

Summit Global 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 		$660K Buy
6,778
+1,342
+25% +$121K 0.04% 289
2026
Q1 		$463K Sell
5,436
-8,767
-62% -$799K 0.03% 339
2025
Q4 		$1.22M Buy
14,203
+3,734
+36% +$308K 0.07% 156
2025
Q3 		$886K Buy
10,469
+481
+5% +$41.9K 0.05% 215
2025
Q2 		$759K Buy
9,988
+159
+2% +$10.7K 0.04% 248
2025
Q1 		$634K Buy
9,829
+2,457
+33% +$167K 0.05% 255
2024
Q4 		$515K Sell
7,372
-12,309
-63% -$899K 0.03% 357
2024
Q3 		$1.24M Buy
19,681
+482
+3% +$31.7K 0.08% 210
2024
Q2 		$1.1M Sell
19,199
-642
-3% -$34.9K 0.07% 230
2024
Q1 		$1.07M Buy
+19,841
New +$1.04M 0.08% 199

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

Summit Global Investments's AX Position: Q2 2026 in Review

Summit Global Investments increased its Axos Financial (AX) stake by 25% in Q2 2026, buying an estimated $121K and bringing the position to 6,778 shares worth $660K. The position accounts for 0.04% of the portfolio, ranked #289.

Summit Global Investments first reported a position in AX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2024. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Summit Global Investments held 6,778 shares of Axos Financial worth $660K as of Q2 2026.
  • Summit Global Investments bought 1,342 Axos Financial shares in Q2 2026, an estimated $121K.
  • Axos Financial made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #289 holding.
  • Summit Global Investments first reported a position in Axos Financial in Q1 2024 and has held it in 10 quarters since.
  • Summit Global Investments's Axos Financial position peaked at $1.24M in Q3 2024.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.