Beacon Pointe Advisors’s Axos Financial AX Stock Holding History

Beacon Pointe Advisors’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	–	Sell	-2,594	Closed	-$221K	–	1933
2026 Q1	$221K	Buy	+2,594	New	+$236K	﹤0.01%	1686

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 $3.38T AUM 44.17% 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

Beacon Pointe Advisors's AX Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of Axos Financial (AX) in Q2 2026, closing a stake of 2,594 shares — an estimated $221K sold.

Beacon Pointe Advisors first reported a position in AX in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Beacon Pointe Advisors reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 2,594 Axos Financial shares in Q2 2026, an estimated $221K.
Beacon Pointe Advisors first reported a position in Axos Financial in Q1 2026 and held it in 1 quarter.
Beacon Pointe Advisors's Axos Financial position peaked at $221K in Q1 2026.
387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.