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Vestcor Inc’s Axos Financial AX Stock Holding History

Vestcor Inc’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
-17,784
Closed -$1.51M – 1187
2026
Q1 		$1.51M Buy
17,784
+7,806
+78% +$711K 0.04% 392
2025
Q4 		$860K Sell
9,978
-1,000
-9% -$82.4K 0.02% 530
2025
Q3 		$929K Buy
10,978
+7,365
+204% +$642K 0.03% 508
2025
Q2 		$275K Hold
3,613
– – 0.01% 897
2025
Q1 		$233K Sell
3,613
-12,865
-78% -$873K 0.01% 920
2024
Q4 		$1.15M Buy
16,478
+12,073
+274% +$881K 0.04% 412
2024
Q3 		$277K Hold
4,405
– – 0.01% 876
2024
Q2 		$252K Hold
4,405
– – 0.01% 873
2024
Q1 		$238K Hold
4,405
– – 0.01% 904
2023
Q4 		$241K Hold
4,405
– – 0.01% 925
2023
Q3 		$167K Buy
+4,405
New +$186K 0.01% 1038

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

Vestcor Inc's AX Position: Q2 2026 in Review

Vestcor Inc sold out of Axos Financial (AX) in Q2 2026, closing a stake of 17,784 shares — an estimated $1.51M sold.

Vestcor Inc first reported a position in AX in Q3 2023 and held it in 11 quarters. The position peaked at $1.51M in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Vestcor Inc reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Vestcor Inc sold 17,784 Axos Financial shares in Q2 2026, an estimated $1.51M.
  • Vestcor Inc first reported a position in Axos Financial in Q3 2023 and held it in 11 quarters.
  • Vestcor Inc's Axos Financial position peaked at $1.51M in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Vestcor Inc's 13F filing for Q2 2026, filed 11 Aug 2026.