First Eagle Investment's AX Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 213,312 shares of Axos Financial, Inc. (AX) worth $20.77 M, representing 0.03% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in AX, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2023, adding 64,939 shares. Largest reduction occurred in Q2 2021, reducing 852,480 shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Axos Financial (AX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Axos Financial (AX) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +48,700 | Add 29.58% | 213,312 | $97.39 |
| Q1 2026 | +22,325 | Add 15.69% | 164,612 | $85.09 |
| Q4 2025 | +2,539 | Add 1.82% | 142,287 | $86.16 |
| Q3 2025 | +4,576 | Add 3.39% | 139,748 | $84.65 |
| Q2 2025 | -27,100 | Reduce 16.70% | 135,172 | $76.04 |
| Q1 2025 | -39,500 | Reduce 19.58% | 162,272 | $64.52 |
| Q4 2024 | -3,600 | Reduce 1.75% | 201,772 | $69.85 |
| Q3 2024 | -8,200 | Reduce 3.84% | 205,372 | $62.88 |
| Q2 2024 | +26,000 | Add 13.86% | 213,572 | $57.15 |
| Q1 2024 | +12,650 | Add 7.23% | 187,572 | $54.04 |
| Q4 2023 | +64,939 | Add 59.04% | 174,922 | $54.60 |
| Q3 2023 | +33,825 | Add 44.41% | 109,983 | $37.86 |
| Q2 2023 | +61,155 | Add 407.62% | 76,158 | $39.44 |
| Q1 2023 | -25,000 | Reduce 62.50% | 15,003 | $36.92 |
| Q4 2022 | -23,968 | Reduce 37.47% | 40,003 | $38.22 |
| Q3 2022 | -21,500 | Reduce 25.15% | 63,971 | $34.23 |
| Q2 2022 | +36,957 | Add 76.18% | 85,471 | $35.85 |
| Q1 2022 | +29,546 | Add 155.77% | 48,514 | $46.40 |
| Q4 2021 | +15,000 | Add 378.02% | 18,968 | $55.94 |
| Q3 2021 | +3,200 | Add 416.67% | 3,968 | $51.66 |
| Q2 2021 | +768 | New Buy | 768 | $46.88 |
| Q1 1970 | +853,248 | Add 0.00% | 853,248 | $24.35 |
First Eagle Investment's Axos Financial Investment FAQs
First Eagle Investment first purchased Axos Financial, Inc. (AX) in Q1 1970, acquiring 853,248 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Axos Financial, Inc. (AX) for 226 quarters since Q1 1970.
First Eagle Investment's largest addition to Axos Financial, Inc. (AX) was in Q1 1970, adding 853,248 shares worth $20.77 M.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 213,312 shares of Axos Financial, Inc. (AX), valued at approximately $20.77 M.
As of the Q2 2026 filing, Axos Financial, Inc. (AX) represents approximately 0.03% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Axos Financial, Inc. (AX) was 853,248 shares, as reported at the end of Q1 1970.