Y-Intercept (HK)’s Axos Financial AX Stock Holding History

Y-Intercept (HK)’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	$350K	Buy	+3,594	New	+$324K	0.01%	1423
2025 Q4	–	Sell	-6,916	Closed	-$585K	–	1532
2025 Q3	$585K	Buy	+6,916	New	+$603K	0.01%	1209
2025 Q1	–	Sell	-13,567	Closed	-$948K	–	1194
2024 Q4	$948K	Buy	13,567 +266	+2%	+$19.4K	0.06%	449
2024 Q3	$836K	Buy	+13,301	New	+$874K	0.05%	525
2024 Q2	–	Sell	-5,849	Closed	-$316K	–	1388
2024 Q1	$316K	Buy	+5,849	New	+$308K	0.02%	935
2023 Q4	–	Sell	-7,745	Closed	-$293K	–	1225
2023 Q3	$293K	Sell	7,745 -311	-4%	-$13.2K	0.03%	783
2023 Q2	$318K	Sell	8,056 -7,910	-50%	-$307K	0.03%	745
2023 Q1	$589K	Buy	15,966 +10,450	+189%	+$451K	0.07%	441
2022 Q4	$211K	Sell	5,516 -20,862	-79%	-$795K	0.03%	809
2022 Q3	$903K	Buy	+26,378	New	+$1.07M	0.09%	324
2022 Q2	–	Sell	-4,762	Closed	-$221K	–	854
2022 Q1	$221K	Buy	+4,762	New	+$252K	0.05%	577

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Y-Intercept (HK)'s AX Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Axos Financial (AX) in Q2 2026: 3,594 shares worth $350K. The stake represents 0.01% of the portfolio and ranks #1423 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in AX as recently as Q3 2025.

Y-Intercept (HK) first reported a position in AX in Q1 2022 and has held it in 11 quarters since. The position peaked at $948K in Q4 2024. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Y-Intercept (HK) held 3,594 shares of Axos Financial worth $350K as of Q2 2026.
Axos Financial was a new Y-Intercept (HK) position in Q2 2026.
Axos Financial made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1423 holding.
Y-Intercept (HK) first reported a position in Axos Financial in Q1 2022 and has held it in 11 quarters since.
Y-Intercept (HK)'s Axos Financial position peaked at $948K in Q4 2024.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.