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Wasatch Advisors’s Axos Financial AX Stock Holding History

Wasatch Advisors’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 		$50.2M Sell
515,576
-100,805
-16% -$9.08M 0.33% 88
2026
Q1 		$52.4M Sell
616,381
-1,330
-0.2% -$121K 0.35% 76
2025
Q4 		$53.2M Sell
617,711
-287,768
-32% -$23.7M 0.32% 87
2025
Q3 		$76.6M Sell
905,479
-3,576
-0.4% -$312K 0.41% 67
2025
Q2 		$69.1M Sell
909,055
-105,001
-10% -$7.1M 0.36% 73
2025
Q1 		$65.4M Sell
1,014,056
-43,520
-4% -$2.95M 0.37% 71
2024
Q4 		$73.9M Sell
1,057,576
-97,161
-8% -$7.09M 0.37% 73
2024
Q3 		$72.6M Buy
1,154,737
+292,952
+34% +$19.3M 0.36% 76
2024
Q2 		$49.3M Sell
861,785
-178,237
-17% -$9.69M 0.26% 88
2024
Q1 		$56.2M Sell
1,040,022
-28,187
-3% -$1.48M 0.29% 85
2023
Q4 		$58.3M Sell
1,068,209
-141,277
-12% -$5.9M 0.32% 78
2023
Q3 		$45.8M Sell
1,209,486
-278,856
-19% -$11.8M 0.29% 81
2023
Q2 		$58.7M Sell
1,488,342
-67,525
-4% -$2.62M 0.36% 73
2023
Q1 		$57.4M Buy
1,555,867
+177,729
+13% +$7.67M 0.36% 75
2022
Q4 		$52.7M Buy
1,378,138
+6,298
+0.5% +$240K 0.35% 74
2022
Q3 		$47M Sell
1,371,840
-285,991
-17% -$11.6M 0.33% 81
2022
Q2 		$59.4M Sell
1,657,831
-173,971
-9% -$6.69M 0.38% 75
2022
Q1 		$85M Buy
1,831,802
+26,763
+1% +$1.41M 0.42% 69
2021
Q4 		$101M Sell
1,805,039
-115,198
-6% -$6.44M 0.41% 72
2021
Q3 		$99M Buy
1,920,237
+176,193
+10% +$8.36M 0.4% 80
2021
Q2 		$80.9M Buy
1,744,044
+299,996
+21% +$14M 0.33% 87
2021
Q1 		$67.9M Buy
1,444,048
+112,457
+8% +$5.07M 0.3% 86
2020
Q4 		$50M Sell
1,331,591
-8,862
-0.7% -$280K 0.25% 97
2020
Q3 		$31.2M Buy
1,340,453
+392,996
+41% +$8.98M 0.2% 112
2020
Q2 		$20.9M Sell
947,457
-48,626
-5% -$989K 0.15% 120
2020
Q1 		$18.1M Sell
996,083
-49,280
-5% -$1.24M 0.19% 101
2019
Q4 		$31.7M Buy
1,045,363
+224,925
+27% +$6.57M 0.26% 89
2019
Q3 		$22.7M Buy
820,438
+96,130
+13% +$2.59M 0.22% 98
2019
Q2 		$19.7M Buy
724,308
+112,179
+18% +$3.3M 0.19% 106
2019
Q1 		$17.7M Buy
612,129
+134,904
+28% +$4.04M 0.19% 93
2018
Q4 		$12M Buy
477,225
+78,289
+20% +$2.36M 0.16% 101
2018
Q3 		$13.7M Sell
398,936
-17,380
-4% -$668K 0.16% 100
2018
Q2 		$17M Sell
416,316
-42,931
-9% -$1.78M 0.21% 89
2018
Q1 		$18.6M Sell
459,247
-108,119
-19% -$3.94M 0.24% 80
2017
Q4 		$17M Sell
567,366
-80,919
-12% -$2.2M 0.23% 86
2017
Q3 		$18.5M Buy
648,285
+15,338
+2% +$401K 0.25% 87
2017
Q2 		$15M Buy
632,947
+259,310
+69% +$6.13M 0.21% 92
2017
Q1 		$9.76M Sell
373,637
-28,859
-7% -$834K 0.14% 114
2016
Q4 		$11.5M Sell
402,496
-438,428
-52% -$10.4M 0.17% 103
2016
Q3 		$18.8M Buy
840,924
+474,753
+130% +$9.22M 0.28% 86
2016
Q2 		$6.49M Buy
366,171
+284,171
+347% +$5.33M 0.1% 174
2016
Q1 		$1.76M Buy
82,000
+46,000
+128% +$833K 0.03% 267
2015
Q4 		$758K Hold
36,000
– – 0.01% 345
2015
Q3 		$1.16M Sell
36,000
-12,000
-25% -$359K 0.02% 321
2015
Q2 		$1.27M Buy
48,000
+8,000
+20% +$190K 0.01% 332
2015
Q1 		$930K Hold
40,000
– – 0.01% 348
2014
Q4 		$778K Hold
40,000
– – 0.01% 360
2014
Q3 		$727K Hold
40,000
– – 0.01% 377
2014
Q2 		$735K Sell
40,000
-20,000
-33% -$394K 0.01% 376
2014
Q1 		$1.29M Sell
60,000
-392,648
-87% -$8.44M 0.01% 357
2013
Q4 		$8.88M Sell
452,648
-56,200
-11% -$1.01M 0.09% 200
2013
Q3 		$8.25M Sell
508,848
-165,436
-25% -$2.46M 0.09% 205
2013
Q2 		$7.72M Buy
+674,284
New +$7.01M 0.08% 218

Other funds holding AX

SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Wasatch Advisors's AX Position: Q2 2026 in Review

Wasatch Advisors reduced its Axos Financial (AX) stake by 16% in Q2 2026, selling an estimated $9.08M and leaving 515,576 shares worth $50.2M. The position accounts for 0.33% of the portfolio, ranked #88.

Wasatch Advisors first reported a position in AX in Q2 2013 and has held it in 53 quarters since. The position peaked at $101M in Q4 2021. 84 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Wasatch Advisors held 515,576 shares of Axos Financial worth $50.2M as of Q2 2026.
  • Wasatch Advisors sold 100,805 Axos Financial shares in Q2 2026, an estimated $9.08M.
  • Axos Financial made up 0.33% of Wasatch Advisors's portfolio in Q2 2026, its #88 holding.
  • Wasatch Advisors first reported a position in Axos Financial in Q2 2013 and has held it in 53 quarters since.
  • Wasatch Advisors's Axos Financial position peaked at $101M in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.