Bay Harbor Wealth Management’s Axos Financial AX Stock Holding History

Bay Harbor 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	$1.17K	Buy	12 +3	+33%	+$270	﹤0.01%	808
2026 Q1	$765	Buy	9 +3	+50%	+$273	﹤0.01%	866
2025 Q4	$516	Buy	6 +1	+20%	+$82	﹤0.01%	849
2025 Q3	$423	Buy	5 +1	+25%	+$87	﹤0.01%	785
2025 Q2	$304	Buy	4 +3	+300%	+$203	﹤0.01%	793
2025 Q1	$64	Buy	+1	New	+$68	﹤0.01%	976

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bay Harbor Wealth Management's AX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Axos Financial (AX) stake by 33% in Q2 2026, buying an estimated $270 and bringing the position to 12 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Bay Harbor Wealth Management 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.

Bay Harbor Wealth Management held 12 shares of Axos Financial worth $1.17K as of Q2 2026.
Bay Harbor Wealth Management bought 3 Axos Financial shares in Q2 2026, an estimated $270.
Axos Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #808 holding.
Bay Harbor Wealth Management 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 Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.