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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
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

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. 384 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.
  • 384 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.