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 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return