Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for Axos Financial Inc. (AX)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
16,849 |
0.01 |
Add 53.37%
|
<0.01 |
$85.09 |
$1,433,681 |
SEC |
| 2025 Q4 |
10,986 |
<0.01 |
Add 19.69%
|
<0.01 |
$86.16 |
$946,554 |
SEC |
| 2025 Q3 |
9,179 |
<0.01 |
Buy
|
<0.01 |
$84.65 |
$777,002 |
SEC |