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Yousif Capital Management’s Axos Financial AX Stock Holding History

Yousif Capital 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 		$1.5M Buy
15,421
+20
+0.1% +$1.8K 0.02% 830
2026
Q1 		$1.31M Sell
15,401
-36
-0.2% -$3.28K 0.02% 900
2025
Q4 		$1.44M Sell
15,437
-2,132
-12% -$176K 0.02% 894
2025
Q3 		$1.49M Sell
17,569
-2,643
-13% -$230K 0.02% 880
2025
Q2 		$1.54M Buy
20,212
+75
+0.4% +$5.07K 0.02% 891
2025
Q1 		$1.3M Sell
20,137
-426
-2% -$28.9K 0.02% 956
2024
Q4 		$1.44M Sell
20,563
-314
-2% -$22.9K 0.02% 940
2024
Q3 		$1.31M Buy
20,877
+540
+3% +$35.5K 0.01% 1009
2024
Q2 		$1.16M Sell
20,337
-2,564
-11% -$139K 0.01% 1053
2024
Q1 		$1.24M Sell
22,901
-2,544
-10% -$134K 0.01% 1083
2023
Q4 		$1.39M Sell
25,445
-545
-2% -$22.7K 0.02% 1041
2023
Q3 		$984K Sell
25,990
-1,885
-7% -$79.7K 0.01% 1149
2023
Q2 		$1.1M Sell
27,875
-2,318
-8% -$89.8K 0.01% 1097
2023
Q1 		$1.11M Sell
30,193
-3,750
-11% -$162K 0.01% 1093
2022
Q4 		$1.3M Sell
33,943
-10,797
-24% -$412K 0.02% 1030
2022
Q3 		$1.53M Sell
44,740
-1,331
-3% -$53.9K 0.02% 922
2022
Q2 		$1.65M Sell
46,071
-4,595
-9% -$177K 0.02% 939
2022
Q1 		$2.35M Sell
50,666
-392
-0.8% -$20.7K 0.03% 820
2021
Q4 		$2.85M Buy
+51,058
New +$2.86M 0.03% 722

Other funds holding AX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Yousif Capital Management's AX Position: Q2 2026 in Review

Yousif Capital Management increased its Axos Financial (AX) stake by 0.13% in Q2 2026, buying an estimated $1.8K and bringing the position to 15,421 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #830.

Yousif Capital Management first reported a position in AX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.85M in Q4 2021. 43 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Yousif Capital Management held 15,421 shares of Axos Financial worth $1.5M as of Q2 2026.
  • Yousif Capital Management bought 20 Axos Financial shares in Q2 2026, an estimated $1.8K.
  • Axos Financial made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #830 holding.
  • Yousif Capital Management first reported a position in Axos Financial in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Axos Financial position peaked at $2.85M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.