Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Axos Financial AX Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$2.24M Sell
22,984
-1,064
-4% -$95.9K ﹤0.01% 1266
2026
Q1 		$2.05M Buy
24,048
+20,505
+579% +$1.87M ﹤0.01% 1236
2025
Q4 		$305K Buy
3,543
+187
+6% +$15.4K ﹤0.01% 1857
2025
Q3 		$284K Sell
3,356
-33,846
-91% -$2.95M ﹤0.01% 1917
2025
Q2 		$2.83M Sell
37,202
-220
-0.6% -$14.9K 0.01% 1058
2025
Q1 		$2.41M Buy
+37,422
New +$2.54M ﹤0.01% 1096

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

Universal-Beteiligungs- und Servicegesellschaft's AX Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Axos Financial (AX) stake by 4.4% in Q2 2026, selling an estimated $95.9K and leaving 22,984 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.83M in Q2 2025. 234 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 22,984 shares of Axos Financial worth $2.24M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 1,064 Axos Financial shares in Q2 2026, an estimated $95.9K.
  • Axos Financial made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1266 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Axos Financial position peaked at $2.83M in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.