Ankerstar Wealth’s Axos Financial AX Stock Holding History

Ankerstar Wealth’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	$1.95K	Hold	20	–	–	﹤0.01%	395
2026 Q1	$1.7K	Hold	20	–	–	﹤0.01%	380
2025 Q4	$1.72K	Buy	+20	New	+$1.65K	﹤0.01%	426

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

Ankerstar Wealth's AX Position: Q2 2026 in Review

Ankerstar Wealth held its Axos Financial (AX) position steady in Q2 2026 at 20 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Ankerstar Wealth first reported a position in AX in Q4 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Ankerstar Wealth held 20 shares of Axos Financial worth $1.95K as of Q2 2026.
Ankerstar Wealth left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #395 holding.
Ankerstar Wealth first reported a position in Axos Financial in Q4 2025 and has held it in 3 quarters since.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.