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Bank of Nova Scotia Trust’s Axos Financial AX Stock Holding History

Bank of Nova Scotia Trust’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 		$264K Sell
2,715
-430
-14% -$38.8K 0.02% 147
2026
Q1 		$268K Hold
3,145
– – 0.02% 141
2025
Q4 		$271K Buy
+3,145
New +$259K 0.02% 136

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

Bank of Nova Scotia Trust's AX Position: Q2 2026 in Review

Bank of Nova Scotia Trust reduced its Axos Financial (AX) stake by 14% in Q2 2026, selling an estimated $38.8K and leaving 2,715 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #147.

Bank of Nova Scotia Trust first reported a position in AX in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Bank of Nova Scotia Trust held 2,715 shares of Axos Financial worth $264K as of Q2 2026.
  • Bank of Nova Scotia Trust sold 430 Axos Financial shares in Q2 2026, an estimated $38.8K.
  • Axos Financial made up 0.02% of Bank of Nova Scotia Trust's portfolio in Q2 2026, its #147 holding.
  • Bank of Nova Scotia Trust first reported a position in Axos Financial in Q4 2025 and has held it in 3 quarters since.
  • Bank of Nova Scotia Trust's Axos Financial position peaked at $271K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Bank of Nova Scotia Trust's 13F filing for Q2 2026, filed 11 Aug 2026.