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Swiss Life Asset Management’s Axos Financial AX Stock Holding History

Swiss Life Asset 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 		$281K Sell
2,885
-2,929
-50% -$264K ﹤0.01% 1312
2026
Q1 		$495K Buy
5,814
+2,967
+104% +$270K ﹤0.01% 873
2025
Q4 		$245K Buy
2,847
+394
+16% +$32.5K ﹤0.01% 1144
2025
Q3 		$208K Buy
+2,453
New +$214K ﹤0.01% 1105

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Swiss Life Asset Management's AX Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Axos Financial (AX) stake by 50% in Q2 2026, selling an estimated $264K and leaving 2,885 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Swiss Life Asset Management first reported a position in AX in Q3 2025 and has held it in 4 quarters since. The position peaked at $495K in Q1 2026. 240 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Swiss Life Asset Management held 2,885 shares of Axos Financial worth $281K as of Q2 2026.
  • Swiss Life Asset Management sold 2,929 Axos Financial shares in Q2 2026, an estimated $264K.
  • Axos Financial made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1312 holding.
  • Swiss Life Asset Management first reported a position in Axos Financial in Q3 2025 and has held it in 4 quarters since.
  • Swiss Life Asset Management's Axos Financial position peaked at $495K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.