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Yorktown Management & Research Company’s Axos Financial AX Stock Holding History

Yorktown Management & Research Company’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 		$584K Hold
6,000
– – 0.36% 102
2026
Q1 		$511K Buy
+6,000
New +$547K 0.43% 80
2015
Q4 		– Sell
-7,600
Closed -$245K – 394
2015
Q3 		$245K Hold
7,600
– – 0.04% 343
2015
Q2 		$201K Buy
+7,600
New +$181K 0.04% 447

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Yorktown Management & Research Company's AX Position: Q2 2026 in Review

Yorktown Management & Research Company held its Axos Financial (AX) position steady in Q2 2026 at 6,000 shares worth $584K. The position accounts for 0.36% of the portfolio, ranked #102.

Yorktown Management & Research Company first reported a position in AX in Q2 2015 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Yorktown Management & Research Company held 6,000 shares of Axos Financial worth $584K as of Q2 2026.
  • Yorktown Management & Research Company left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up 0.36% of Yorktown Management & Research Company's portfolio in Q2 2026, its #102 holding.
  • Yorktown Management & Research Company first reported a position in Axos Financial in Q2 2015 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.