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Bogart Wealth LLC’s Axos Financial AX Stock Holding History

Bogart Wealth LLC’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
Q1 		$425 Buy
+5
New +$456 ﹤0.01% 1638

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bogart Wealth LLC's AX Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Axos Financial (AX) in Q1 2026: 5 shares worth $425. The stake represents ﹤0.01% of the portfolio and ranks #1638 among its holdings.

384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Bogart Wealth LLC held 5 shares of Axos Financial worth $425 as of Q1 2026.
  • Axos Financial was a new Bogart Wealth LLC position in Q1 2026.
  • Axos Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1638 holding.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.