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Aviso Financial’s Axos Financial AX Stock Holding History

Aviso Financial’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 		$840K Sell
8,630
-464
-5% -$41.8K 0.03% 139
2026
Q1 		$774K Sell
9,094
-772
-8% -$70.4K 0.03% 169
2025
Q4 		$850K Sell
9,866
-55
-0.6% -$4.53K 0.03% 163
2025
Q3 		$840K Sell
9,921
-408
-4% -$35.6K 0.03% 174
2025
Q2 		$785K Sell
10,329
-191
-2% -$12.9K 0.04% 173
2025
Q1 		$679K Sell
10,520
-306
-3% -$20.8K 0.03% 179
2024
Q4 		$756K Sell
10,826
-4,682
-30% -$342K 0.04% 177
2024
Q3 		$975K Sell
15,508
-655
-4% -$43.1K 0.05% 148
2024
Q2 		$924K Buy
+16,163
New +$879K 0.05% 145

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

Aviso Financial's AX Position: Q2 2026 in Review

Aviso Financial reduced its Axos Financial (AX) stake by 5.1% in Q2 2026, selling an estimated $41.8K and leaving 8,630 shares worth $840K. The position accounts for 0.03% of the portfolio, ranked #139.

Aviso Financial first reported a position in AX in Q2 2024 and has held it in 9 quarters since. The position peaked at $975K in Q3 2024. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Aviso Financial held 8,630 shares of Axos Financial worth $840K as of Q2 2026.
  • Aviso Financial sold 464 Axos Financial shares in Q2 2026, an estimated $41.8K.
  • Axos Financial made up 0.03% of Aviso Financial's portfolio in Q2 2026, its #139 holding.
  • Aviso Financial first reported a position in Axos Financial in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Axos Financial position peaked at $975K in Q3 2024.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.