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Bare Financial Services’s Axos Financial AX Stock Holding History

Bare Financial Services’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 		$19.8K Buy
203
+94
+86% +$8.47K ﹤0.01% 278
2026
Q1 		$9.27K Sell
109
-1
-0.9% -$91 ﹤0.01% 383
2025
Q4 		$9.48K Buy
110
+21
+24% +$1.73K ﹤0.01% 265
2025
Q3 		$7.53K Buy
89
+5
+6% +$436 ﹤0.01% 348
2025
Q2 		$6.39K Buy
84
+55
+190% +$3.72K ﹤0.01% 346
2025
Q1 		$1.87K Buy
+29
New +$1.97K ﹤0.01% 294

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

Bare Financial Services's AX Position: Q2 2026 in Review

Bare Financial Services increased its Axos Financial (AX) stake by 86% in Q2 2026, buying an estimated $8.47K and bringing the position to 203 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Bare Financial Services first reported a position in AX in Q1 2025 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Bare Financial Services held 203 shares of Axos Financial worth $19.8K as of Q2 2026.
  • Bare Financial Services bought 94 Axos Financial shares in Q2 2026, an estimated $8.47K.
  • Axos Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #278 holding.
  • Bare Financial Services first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.