Annis Gardner Whiting Capital Advisors’s Axos Financial AX Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-4	Closed	-$341	–	419
2026 Q1	$341	Sell	4 -13	-76%	-$1.19K	﹤0.01%	1234
2025 Q4	$1.47K	Buy	17 +13	+325%	+$1.07K	﹤0.01%	995
2025 Q3	$339	Buy	4 +1	+33%	+$87	﹤0.01%	1111
2025 Q2	$229	Buy	+3	New	+$203	﹤0.01%	1268
2024 Q3	–	Sell	-473	Closed	-$27K	–	753
2024 Q2	$27K	Sell	473 -58	-11%	-$3.15K	0.01%	507
2024 Q1	$28.7K	Buy	+531	New	+$27.9K	0.01%	483

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's AX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Axos Financial (AX) in Q2 2026, closing a stake of 4 shares — an estimated $341 sold.

Annis Gardner Whiting Capital Advisors first reported a position in AX in Q1 2024 and held it in 6 quarters. The position peaked at $28.7K in Q1 2024. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 4 Axos Financial shares in Q2 2026, an estimated $341.
Annis Gardner Whiting Capital Advisors first reported a position in Axos Financial in Q1 2024 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's Axos Financial position peaked at $28.7K in Q1 2024.
387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.