Action Point Financial Planning’s Axos Financial AX Stock Holding History

Action Point Financial Planning’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	$94.3K	Buy	+971	New	+$87.5K	0.01%	619

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Action Point Financial Planning's AX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Axos Financial (AX) in Q2 2026: 971 shares worth $94.3K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings.

382 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Action Point Financial Planning held 971 shares of Axos Financial worth $94.3K as of Q2 2026.
Axos Financial was a new Action Point Financial Planning position in Q2 2026.
Axos Financial made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #619 holding.
382 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.