1620 Investment Advisors’s Axos Financial AX Stock Holding History

1620 Investment Advisors’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	$41.1K	Sell	422 -90	-18%	-$8.11K	0.03%	342
2026 Q1	$43.6K	Hold	512	–	–	0.03%	318
2025 Q4	$44.1K	Sell	512 -225	-31%	-$18.5K	0.03%	314
2025 Q3	$62.4K	Sell	737 -3	-0.4%	-$261	0.04%	275
2025 Q2	$56.3K	Hold	740	–	–	0.04%	293
2025 Q1	$47.7K	Hold	740	–	–	0.04%	301
2024 Q4	$51.7K	Sell	740 -90	-11%	-$6.57K	0.04%	297
2024 Q3	$52.2K	Sell	830 -25	-3%	-$1.64K	0.04%	291
2024 Q2	$48.9K	Buy	+855	New	+$46.5K	0.04%	297

Other funds holding AX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

1620 Investment Advisors's AX Position: Q2 2026 in Review

1620 Investment Advisors reduced its Axos Financial (AX) stake by 18% in Q2 2026, selling an estimated $8.11K and leaving 422 shares worth $41.1K. The position accounts for 0.03% of the portfolio, ranked #342.

1620 Investment Advisors first reported a position in AX in Q2 2024 and has held it in 9 quarters since. The position peaked at $62.4K in Q3 2025. 44 funds tracked by Wall St. Rank hold AX as of Q2 2026.

1620 Investment Advisors held 422 shares of Axos Financial worth $41.1K as of Q2 2026.
1620 Investment Advisors sold 90 Axos Financial shares in Q2 2026, an estimated $8.11K.
Axos Financial made up 0.03% of 1620 Investment Advisors's portfolio in Q2 2026, its #342 holding.
1620 Investment Advisors first reported a position in Axos Financial in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Axos Financial position peaked at $62.4K in Q3 2025.
44 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.