WCM Investment Management
AX icon

WCM Investment Management’s Axos Financial AX Stock Holding History

WCM Investment 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 		$2.28M Sell
23,623
-71,743
-75% -$6.47M ﹤0.01% 198
2026
Q1 		$7.9M Buy
95,366
+25,395
+36% +$2.31M 0.02% 166
2025
Q4 		$6.07M Buy
+69,971
New +$5.76M 0.01% 171

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

WCM Investment Management's AX Position: Q2 2026 in Review

WCM Investment Management reduced its Axos Financial (AX) stake by 75% in Q2 2026, selling an estimated $6.47M and leaving 23,623 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #198.

WCM Investment Management first reported a position in AX in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.9M in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • WCM Investment Management held 23,623 shares of Axos Financial worth $2.28M as of Q2 2026.
  • WCM Investment Management sold 71,743 Axos Financial shares in Q2 2026, an estimated $6.47M.
  • Axos Financial made up ﹤0.01% of WCM Investment Management's portfolio in Q2 2026, its #198 holding.
  • WCM Investment Management first reported a position in Axos Financial in Q4 2025 and has held it in 3 quarters since.
  • WCM Investment Management's Axos Financial position peaked at $7.9M in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.