VCM
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Versant Capital Management’s Axos Financial AX Stock Holding History

Versant Capital 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
Q3 		$72.9K Buy
842
+134
+19% +$12.9K 0.01% 1148
2026
Q2 		$69K Buy
708
+310
+78% +$27.9K 0.01% 1143
2026
Q1 		$33.9K Buy
398
+359
+921% +$32.7K ﹤0.01% 1485
2025
Q4 		$3.36K Hold
39
– – ﹤0.01% 2361
2025
Q3 		$3.3K Hold
39
– – ﹤0.01% 2327
2025
Q2 		$2.97K Sell
39
-6
-13% -$406 ﹤0.01% 2303
2025
Q1 		$2.9K Buy
+45
New +$3.05K ﹤0.01% 2210
2021
Q2 		– Sell
-283
Closed -$13K – 1439
2021
Q1 		$13K Sell
283
-242
-46% -$10.9K ﹤0.01% 687
2020
Q4 		$19K Sell
525
-33
-6% -$1.04K 0.01% 518
2020
Q3 		$13K Sell
558
-4
-0.7% -$91 0.01% 561
2020
Q2 		$12K Buy
562
+539
+2,343% +$11K 0.01% 562
2020
Q1 		$0 Sell
23
-531
-96% -$13.3K ﹤0.01% 1313
2019
Q4 		$16K Sell
554
-28
-5% -$818 0.01% 524
2019
Q3 		$16K Buy
582
+176
+43% +$4.74K 0.01% 532
2019
Q2 		$11K Buy
406
+27
+7% +$795 0.01% 690
2019
Q1 		$10K Buy
+379
New +$11.4K ﹤0.01% 893

Other funds holding AX

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Versant Capital Management's AX Position: Q3 2026 in Review

Versant Capital Management increased its Axos Financial (AX) stake by 19% in Q3 2026, buying an estimated $12.9K and bringing the position to 842 shares worth $72.9K. The position accounts for 0.01% of the portfolio, ranked #1148.

Versant Capital Management first reported a position in AX in Q1 2019 and has held it in 16 quarters since. 9 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • Versant Capital Management held 842 shares of Axos Financial worth $72.9K as of Q3 2026.
  • Versant Capital Management bought 134 Axos Financial shares in Q3 2026, an estimated $12.9K.
  • Axos Financial made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #1148 holding.
  • Versant Capital Management first reported a position in Axos Financial in Q1 2019 and has held it in 16 quarters since.
  • 9 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.