Armstrong Advisory Group’s Axos Financial AX Stock Holding History

Armstrong Advisory Group’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 Q3	$25.3K	Hold	292	–	–	﹤0.01%	543
2026 Q2	$28.4K	Hold	292	–	–	﹤0.01%	532
2026 Q1	$24.8K	Hold	292	–	–	﹤0.01%	520
2025 Q4	$25.2K	Hold	292	–	–	﹤0.01%	522
2025 Q3	$24.7K	Hold	292	–	–	﹤0.01%	527
2025 Q2	$22.2K	Hold	292	–	–	﹤0.01%	521
2025 Q1	$20.4K	Hold	292	–	–	﹤0.01%	511
2024 Q4	$20.4K	Hold	292	–	–	﹤0.01%	511
2024 Q3	$18.4K	Hold	292	–	–	﹤0.01%	524
2024 Q2	$16.7K	Hold	292	–	–	﹤0.01%	525
2024 Q1	$15.9K	Hold	292	–	–	﹤0.01%	513
2023 Q4	$15.9K	Hold	292	–	–	﹤0.01%	513
2023 Q3	$11.1K	Hold	292	–	–	﹤0.01%	582
2023 Q2	$11.5K	Hold	292	–	–	﹤0.01%	559
2023 Q1	$10.8K	Hold	292	–	–	﹤0.01%	557
2022 Q4	$11.2K	Buy	+292	New	+$11.1K	﹤0.01%	565

Other funds holding AX

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Armstrong Advisory Group's AX Position: Q3 2026 in Review

Armstrong Advisory Group held its Axos Financial (AX) position steady in Q3 2026 at 292 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Armstrong Advisory Group first reported a position in AX in Q4 2022 and has held it in 16 quarters since. The position peaked at $28.4K in Q2 2026. 42 funds tracked by Wall St. Rank hold AX as of Q3 2026.

Armstrong Advisory Group held 292 shares of Axos Financial worth $25.3K as of Q3 2026.
Armstrong Advisory Group left its Axos Financial share count unchanged in Q3 2026.
Axos Financial made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #543 holding.
Armstrong Advisory Group first reported a position in Axos Financial in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's Axos Financial position peaked at $28.4K in Q2 2026.
42 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.