AIM
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Anchor Investment Management’s Axos Financial AX Stock Holding History

Anchor Investment 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 		$6.33K Hold
65
– – ﹤0.01% 958
2026
Q1 		$5.53K Buy
+65
New +$5.92K ﹤0.01% 887

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

Anchor Investment Management's AX Position: Q2 2026 in Review

Anchor Investment Management held its Axos Financial (AX) position steady in Q2 2026 at 65 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Anchor Investment Management first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Anchor Investment Management held 65 shares of Axos Financial worth $6.33K as of Q2 2026.
  • Anchor Investment Management left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #958 holding.
  • Anchor Investment Management first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.