AWM
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Abound Wealth Management’s Axos Financial AX Stock Holding History

Abound Wealth Management’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 		– Sell
-3
Closed -$256 – 1384
2026
Q1 		$256 Hold
3
– – ﹤0.01% 1160
2025
Q4 		$259 Hold
3
– – ﹤0.01% 1099
2025
Q3 		$254 Hold
3
– – ﹤0.01% 1048
2025
Q2 		$229 Hold
3
– – ﹤0.01% 995
2025
Q1 		$194 Hold
3
– – ﹤0.01% 993
2024
Q4 		$210 Hold
3
– – ﹤0.01% 1041
2024
Q3 		$189 Buy
+3
New +$197 ﹤0.01% 1196

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Abound Wealth Management's AX Position: Q2 2026 in Review

Abound Wealth Management sold out of Axos Financial (AX) in Q2 2026, closing a stake of 3 shares — an estimated $256 sold.

Abound Wealth Management first reported a position in AX in Q3 2024 and held it in 7 quarters. The position peaked at $259 in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Abound Wealth Management reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 3 Axos Financial shares in Q2 2026, an estimated $256.
  • Abound Wealth Management first reported a position in Axos Financial in Q3 2024 and held it in 7 quarters.
  • Abound Wealth Management's Axos Financial position peaked at $259 in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.