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 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 $15.3B AUM 25.06% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Armstrong Advisory Group's AX Position: Q2 2026 in Review

Armstrong Advisory Group held its Axos Financial (AX) position steady in Q2 2026 at 292 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Armstrong Advisory Group first reported a position in AX in Q4 2022 and has held it in 15 quarters since. 33 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Armstrong Advisory Group held 292 shares of Axos Financial worth $28.4K as of Q2 2026.
Armstrong Advisory Group left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #532 holding.
Armstrong Advisory Group first reported a position in Axos Financial in Q4 2022 and has held it in 15 quarters since.
33 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.