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Bartlett & Co Wealth Management’s Axos Financial AX Stock Holding History

Bartlett & Co Wealth Management’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 		$182K Buy
+1,868
New +$168K ﹤0.01% 504
2021
Q1 		– Sell
-29
Closed -$1.09K – 1111
2020
Q4 		$1.09K Buy
+29
New +$917 ﹤0.01% 1031

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

Bartlett & Co Wealth Management's AX Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Axos Financial (AX) in Q2 2026: 1,868 shares worth $182K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in AX as recently as Q4 2020.

Bartlett & Co Wealth Management first reported a position in AX in Q4 2020 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,868 shares of Axos Financial worth $182K as of Q2 2026.
  • Axos Financial was a new Bartlett & Co Wealth Management position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Bartlett & Co Wealth Management first reported a position in Axos Financial in Q4 2020 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.