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Allworth Financial’s Axos Financial AX Stock Holding History

Allworth Financial’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 		$8.77K Buy
90
+3
+3% +$270 ﹤0.01% 3804
2026
Q1 		$7.4K Buy
87
+20
+30% +$1.82K ﹤0.01% 3711
2025
Q4 		$5.77K Buy
67
+8
+14% +$659 ﹤0.01% 3622
2025
Q3 		$5K Buy
59
+6
+11% +$523 ﹤0.01% 3550
2025
Q2 		$4.03K Buy
+53
New +$3.58K ﹤0.01% 3381

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

Allworth Financial's AX Position: Q2 2026 in Review

Allworth Financial increased its Axos Financial (AX) stake by 3.4% in Q2 2026, buying an estimated $270 and bringing the position to 90 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3804.

Allworth Financial first reported a position in AX in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Allworth Financial held 90 shares of Axos Financial worth $8.77K as of Q2 2026.
  • Allworth Financial bought 3 Axos Financial shares in Q2 2026, an estimated $270.
  • Axos Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3804 holding.
  • Allworth Financial first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.