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Avion Wealth’s Axos Financial AX Stock Holding History

Avion Wealth’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 		$0 Sell
8
-12
-60% -$1.08K ﹤0.01% 1435
2026
Q1 		$1K Buy
20
+6
+43% +$547 ﹤0.01% 971
2025
Q4 		$1K Buy
14
+6
+75% +$494 ﹤0.01% 970
2025
Q3 		$0 Hold
8
– – ﹤0.01% 1199
2025
Q2 		$0 Buy
+8
New +$541 ﹤0.01% 1159

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

Avion Wealth's AX Position: Q2 2026 in Review

Avion Wealth reduced its Axos Financial (AX) stake by 60% in Q2 2026, selling an estimated $1.08K and leaving 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Avion Wealth first reported a position in AX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1K in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Avion Wealth held 8 shares of Axos Financial worth $0 as of Q2 2026.
  • Avion Wealth sold 12 Axos Financial shares in Q2 2026, an estimated $1.08K.
  • Axos Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1435 holding.
  • Avion Wealth first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • Avion Wealth's Axos Financial position peaked at $1K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.