Arax Advisory Partners’s Axos Financial AX Stock Holding History

Arax Advisory Partners’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	$468K	Buy	4,803 +3,703	+337%	+$334K	﹤0.01%	1680
2026 Q1	$93.6K	Sell	1,100 -532	-33%	-$48.5K	﹤0.01%	1420
2025 Q4	$141K	Sell	1,632 -3,432	-68%	-$283K	﹤0.01%	1182
2025 Q3	$429K	Buy	5,064 +4,038	+394%	+$352K	0.01%	966
2025 Q2	$78K	Buy	1,026 +40	+4%	+$2.7K	﹤0.01%	1044
2025 Q1	$63.6K	Sell	986 -111	-10%	-$7.53K	﹤0.01%	867
2024 Q4	$76.6K	Buy	1,097 +773	+239%	+$56.4K	﹤0.01%	761
2024 Q3	$20.4K	Buy	324 +16	+5%	+$1.05K	﹤0.01%	1075
2024 Q2	$17.6K	Buy	308 +134	+77%	+$7.29K	﹤0.01%	1020
2024 Q1	$9.4K	Hold	174	–	–	﹤0.01%	785
2023 Q4	$9.5K	Hold	174	–	–	﹤0.01%	768
2023 Q3	$6.59K	Hold	174	–	–	﹤0.01%	816
2023 Q2	$6.86K	Hold	174	–	–	﹤0.01%	790
2023 Q1	$6.42K	Hold	174	–	–	﹤0.01%	784
2022 Q4	$6.65K	Hold	174	–	–	﹤0.01%	721
2022 Q3	$6K	Hold	174	–	–	﹤0.01%	738
2022 Q2	$6K	Hold	174	–	–	﹤0.01%	722
2022 Q1	$8K	Hold	174	–	–	﹤0.01%	679
2021 Q4	$10K	Hold	174	–	–	﹤0.01%	647
2021 Q3	$9K	Buy	+174	New	+$8.26K	﹤0.01%	652

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

Arax Advisory Partners's AX Position: Q2 2026 in Review

Arax Advisory Partners increased its Axos Financial (AX) stake by 337% in Q2 2026, buying an estimated $334K and bringing the position to 4,803 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Arax Advisory Partners first reported a position in AX in Q3 2021 and has held it in 20 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Arax Advisory Partners held 4,803 shares of Axos Financial worth $468K as of Q2 2026.
Arax Advisory Partners bought 3,703 Axos Financial shares in Q2 2026, an estimated $334K.
Axos Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1680 holding.
Arax Advisory Partners first reported a position in Axos Financial in Q3 2021 and has held it in 20 quarters since.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.