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Banque Pictet & Cie’s Axos Financial AX Stock Holding History

Banque Pictet & Cie’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 		$296K Buy
+3,039
New +$274K ﹤0.01% 298
2015
Q4 		– Sell
-12,212
Closed -$393K – 324
2015
Q3 		$393K Buy
+12,212
New +$365K 0.01% 283

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 $3.38T AUM 44.17% 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

Banque Pictet & Cie's AX Position: Q2 2026 in Review

Banque Pictet & Cie opened a new position in Axos Financial (AX) in Q2 2026: 3,039 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Banque Pictet & Cie previously reported a position in AX as recently as Q3 2015.

Banque Pictet & Cie first reported a position in AX in Q3 2015 and has held it in 2 quarters since. The position peaked at $393K in Q3 2015. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Banque Pictet & Cie held 3,039 shares of Axos Financial worth $296K as of Q2 2026.
  • Axos Financial was a new Banque Pictet & Cie position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Banque Pictet & Cie's portfolio in Q2 2026, its #298 holding.
  • Banque Pictet & Cie first reported a position in Axos Financial in Q3 2015 and has held it in 2 quarters since.
  • Banque Pictet & Cie's Axos Financial position peaked at $393K in Q3 2015.
  • 387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Banque Pictet & Cie's 13F filing for Q2 2026, filed 24 Jul 2026.