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B. Riley Wealth Advisors’s Axos Financial AX Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-43,428
Closed -$3.74M – 912
2025
Q4 		$3.74M Hold
43,428
– – 0.17% 133
2025
Q3 		$3.68M Hold
43,428
– – 0.17% 128
2025
Q2 		$3.3M Buy
+43,428
New +$2.94M 0.16% 137
2024
Q4 		$896K Sell
12,828
-31,542
-71% -$2.3M 0.03% 486
2024
Q3 		$2.71M Sell
44,370
-22
-0% -$1.45K 0.08% 253
2024
Q2 		$2.54M Sell
44,392
-404
-0.9% -$22K 0.06% 288
2024
Q1 		$1.7M Buy
44,796
+684
+2% +$36K 0.05% 396
2023
Q4 		$2.41M Sell
44,112
-684
-2% -$28.5K 0.06% 310
2023
Q3 		$1.7M Buy
44,796
+510
+1% +$21.6K 0.05% 396
2023
Q2 		$1.75M Sell
44,286
-123
-0.3% -$4.77K 0.04% 406
2023
Q1 		$1.64M Buy
44,409
+437
+1% +$18.9K 0.04% 399
2022
Q4 		$1.68M Sell
43,972
-2,033
-4% -$77.5K 0.05% 380
2022
Q3 		$1.57M Buy
46,005
+1,750
+4% +$70.8K 0.05% 366
2022
Q2 		$1.59M Sell
44,255
-2,056
-4% -$79K 0.07% 295
2022
Q1 		$2.15M Buy
46,311
+83
+0.2% +$4.38K 0.07% 284
2021
Q4 		$2.58M Hold
46,228
– – 0.07% 285
2021
Q3 		$2.38M Sell
46,228
-92
-0.2% -$4.37K 0.08% 299
2021
Q2 		$2.15M Sell
46,320
-600
-1% -$28K 0.07% 317
2021
Q1 		$2.21M Buy
+46,920
New +$2.11M 0.08% 291
2018
Q3 		– Sell
-6,075
Closed -$249K – 720
2018
Q2 		$249K Buy
+6,075
New +$253K 0.03% 538

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

B. Riley Wealth Advisors's AX Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Axos Financial (AX) in Q1 2026, closing a stake of 43,428 shares — an estimated $3.74M sold.

B. Riley Wealth Advisors first reported a position in AX in Q2 2018 and held it in 20 quarters. The position peaked at $3.74M in Q4 2025. 386 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 43,428 Axos Financial shares in Q1 2026, an estimated $3.74M.
  • B. Riley Wealth Advisors first reported a position in Axos Financial in Q2 2018 and held it in 20 quarters.
  • B. Riley Wealth Advisors's Axos Financial position peaked at $3.74M in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.