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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
Q2 		– Sell
-5
Closed -$425 – 2014
2026
Q1 		$425 Buy
+5
New +$456 ﹤0.01% 1638

Other funds holding AX

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bogart Wealth LLC's AX Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Axos Financial (AX) in Q2 2026, closing a stake of 5 shares — an estimated $425 sold.

Bogart Wealth LLC first reported a position in AX in Q1 2026 and held it in 1 quarter. The position peaked at $425 in Q1 2026. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Bogart Wealth LLC reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 5 Axos Financial shares in Q2 2026, an estimated $425.
  • Bogart Wealth LLC first reported a position in Axos Financial in Q1 2026 and held it in 1 quarter.
  • Bogart Wealth LLC's Axos Financial position peaked at $425 in Q1 2026.
  • 387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.