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Syon Capital’s Axos Financial AX Stock Holding History

Syon Capital’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 		– Sell
-2,661
Closed -$226K – 959
2026
Q1 		$226K Buy
2,661
+18
+0.7% +$1.64K 0.01% 841
2025
Q4 		$228K Hold
2,643
– – 0.01% 835
2025
Q3 		$224K Hold
2,643
– – 0.01% 753
2025
Q2 		$201K Buy
+2,643
New +$179K 0.01% 694

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

Syon Capital's AX Position: Q2 2026 in Review

Syon Capital sold out of Axos Financial (AX) in Q2 2026, closing a stake of 2,661 shares — an estimated $226K sold.

Syon Capital first reported a position in AX in Q2 2025 and held it in 4 quarters. The position peaked at $228K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Syon Capital reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Syon Capital sold 2,661 Axos Financial shares in Q2 2026, an estimated $226K.
  • Syon Capital first reported a position in Axos Financial in Q2 2025 and held it in 4 quarters.
  • Syon Capital's Axos Financial position peaked at $228K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.