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Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

AX holding history

Axos Financial, Inc. in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AX overviewAll 13F holders of AXFull Q2 2026 holdings

Shares (Q2 2026)
21,117
Value
$2.06M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AX by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,117$2.06M<0.1%−5,463−20.6%ReducedHolders
Q1 202626,580$2.26M<0.1%−392−1.5%ReducedHolders
Q4 202526,972$2.32M<0.1%−671−2.4%ReducedHolders
Q3 202527,643$2.34M<0.1%+3,229+13.2%AddedHolders
Q2 202524,414$1.86M<0.1%+467+2.0%AddedHolders
Q1 202523,947$1.55M<0.1%+12+0.1%AddedHolders
Q4 202423,935$1.67M<0.1%−936−3.8%ReducedHolders
Q3 202424,871$1.56M<0.1%−431−1.7%ReducedHolders
Q2 202425,302$1.45M<0.1%+742+3.0%AddedHolders
Q1 202424,560$1.33M<0.1%−704−2.8%ReducedHolders
Q4 202325,264$1.38M<0.1%+861+3.5%AddedHolders
Q3 202324,403$923.9K<0.1%+385+1.6%AddedHolders
Q2 202324,018$947.3K<0.1%+181+0.8%AddedHolders
Q1 202323,837$880.1K<0.1%−635−2.6%ReducedHolders
Q4 202224,472$935.3K<0.1%+407+1.7%AddedHolders
Q3 202224,065$824.0K<0.1%−38,336−61.4%ReducedHolders
Q2 202262,401$2.24M<0.1%−15,047−19.4%ReducedHolders
Q1 202277,448$3.59M<0.1%+53,016+217.0%AddedHolders
Q4 202124,432$1.37M<0.1%+2,607+11.9%AddedHolders
Q3 202121,825$1.13M<0.1%+539+2.5%AddedHolders
Q2 202121,286$987.0K<0.1%−139−0.6%ReducedHolders
Q1 202121,425$1.01M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.