Advisory Services Network’s Axos Financial AX Stock Holding History

Advisory Services Network’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 Q1	$107K	Buy	+1,255	New	+$114K	﹤0.01%	2162
2025 Q4	–	Sell	-1,232	Closed	-$104K	–	1996
2025 Q3	$104K	Buy	+1,232	New	+$107K	﹤0.01%	2047
2023 Q1	–	Sell	-9	Closed	-$344	–	4002
2022 Q4	$344	Buy	+9	New	+$343	﹤0.01%	3789
2020 Q4	–	Sell	-16	Closed	-$506	–	3294
2020 Q3	$0	Buy	+16	New	+$366	﹤0.01%	3542
2018 Q2	–	Sell	-2,169	Closed	-$88K	–	2466
2018 Q1	$88K	Buy	+2,169	New	+$79.1K	0.01%	1077

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisory Services Network's AX Position: Q1 2026 in Review

Advisory Services Network opened a new position in Axos Financial (AX) in Q1 2026: 1,255 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #2162 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in AX as recently as Q3 2025.

Advisory Services Network first reported a position in AX in Q1 2018 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

Advisory Services Network held 1,255 shares of Axos Financial worth $107K as of Q1 2026.
Axos Financial was a new Advisory Services Network position in Q1 2026.
Axos Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2162 holding.
Advisory Services Network first reported a position in Axos Financial in Q1 2018 and has held it in 5 quarters since.
384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.