Rothwell Investment Advisors, LLC’s Axos Financial AX Stock Holding History

Rothwell Investment Advisors, 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	$161K	Buy	+1,861	New	+$180K	0.09%	208

Other funds holding AX

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

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $268M AUM 52.46% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Axos Financial (AX) in Q3 2026: 1,861 shares worth $161K. The stake represents 0.09% of the portfolio and ranks #208 among its holdings.

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

Rothwell Investment Advisors, LLC held 1,861 shares of Axos Financial worth $161K as of Q3 2026.
Axos Financial was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Axos Financial made up 0.09% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #208 holding.
157 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.