Chuck Royce's AX Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 134,616 shares of Axos Financial, Inc. (AX) worth $11.45 M, representing 0.11% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in AX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 65,504 shares. Largest reduction occurred in Q3 2019, reducing 151,756 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Axos Financial (AX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Axos Financial (AX) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +25,109 | Add 22.93% | 134,616 | $85.09 |
| Q4 2025 | +8,964 | Add 8.92% | 109,507 | $86.16 |
| Q3 2025 | -3,050 | Reduce 2.94% | 100,543 | $84.65 |
| Q2 2025 | +10,503 | Add 11.28% | 103,593 | $76.04 |
| Q1 2025 | -11,861 | Reduce 11.30% | 93,090 | $64.52 |
| Q4 2024 | -12,052 | Reduce 10.30% | 104,951 | $69.85 |
| Q3 2024 | -11,207 | Reduce 8.74% | 117,003 | $62.88 |
| Q2 2024 | -11,105 | Reduce 7.97% | 128,210 | $57.15 |
| Q1 2024 | +4,672 | Add 3.47% | 139,315 | $54.04 |
| Q4 2023 | -24,721 | Reduce 15.51% | 134,643 | $54.60 |
| Q3 2023 | -4,683 | Reduce 2.85% | 159,364 | $37.86 |
| Q2 2023 | -113,115 | Reduce 40.81% | 164,047 | $39.44 |
| Q1 2023 | +5,600 | Add 2.06% | 277,162 | $36.92 |
| Q4 2022 | +12,148 | Add 4.68% | 271,562 | $38.22 |
| Q3 2022 | +4,300 | Add 1.69% | 259,414 | $34.23 |
| Q2 2022 | +2,000 | Add 0.79% | 255,114 | $35.85 |
| Q1 2022 | -132,162 | Reduce 34.30% | 253,114 | $46.39 |
| Q4 2021 | -35,560 | Reduce 8.45% | 385,276 | $55.91 |
| Q3 2021 | +43,345 | Add 11.48% | 420,836 | $51.54 |
| Q2 2021 | +3,203 | Add 0.86% | 377,491 | $46.39 |
| Q1 2021 | +65,504 | Add 21.21% | 374,288 | $47.01 |
| Q4 2020 | +3,048 | Add 1.00% | 308,784 | $37.53 |
| Q3 2020 | -17,977 | Reduce 5.55% | 305,736 | $23.31 |
| Q2 2020 | -1,886 | Reduce 0.58% | 323,713 | $22.08 |
| Q1 2020 | +13,616 | Add 4.36% | 325,599 | $18.13 |
| Q4 2019 | +14,080 | Add 4.73% | 311,983 | $30.28 |
| Q3 2019 | -151,756 | Reduce 33.75% | 297,903 | $27.65 |
| Q2 2019 | +9,137 | Add 2.07% | 449,659 | $27.25 |
| Q1 2019 | -48,041 | Reduce 9.83% | 440,522 | $28.96 |
| Q4 2018 | +6,308 | Add 1.31% | 488,563 | $25.18 |
| Q3 2018 | +482,255 | New Buy | 482,255 | $34.39 |
Chuck Royce's Axos Financial Investment FAQs
Chuck Royce first purchased Axos Financial, Inc. (AX) in Q3 2018, acquiring 482,255 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Axos Financial, Inc. (AX) for 31 quarters since Q3 2018.
Chuck Royce's largest addition to Axos Financial, Inc. (AX) was in Q3 2018, adding 482,255 shares worth $16.58 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 134,616 shares of Axos Financial, Inc. (AX), valued at approximately $11.45 M.
As of the Q1 2026 filing, Axos Financial, Inc. (AX) represents approximately 0.11% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Axos Financial, Inc. (AX) was 488,563 shares, as reported at the end of Q4 2018.