Superior Planning, LLC’s Axos Financial AX Stock Holding History

Superior Planning, LLC’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 Q3	$7.01K	Buy	+81	New	+$7.81K	﹤0.01%	1073

Other funds holding AX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Superior Planning, LLC's AX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Axos Financial (AX) in Q3 2026: 81 shares worth $7.01K. The stake represents ﹤0.01% of the portfolio and ranks #1073 among its holdings.

253 funds tracked by Wall St. Rank hold AX as of Q3 2026.

Superior Planning, LLC held 81 shares of Axos Financial worth $7.01K as of Q3 2026.
Axos Financial was a new Superior Planning, LLC position in Q3 2026.
Axos Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1073 holding.
253 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.