BOK Financial’s Axos Financial AX Stock Holding History

BOK Financial’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	$12.1K	Hold	124	–	–	﹤0.01%	967
2026 Q1	$10.6K	Hold	124	–	–	﹤0.01%	955
2025 Q4	$10.7K	Hold	124	–	–	﹤0.01%	988
2025 Q3	$10.5K	Hold	124	–	–	﹤0.01%	1022
2025 Q2	$9.43K	Hold	124	–	–	﹤0.01%	969
2025 Q1	$8K	Hold	124	–	–	﹤0.01%	998
2024 Q4	$8.27K	Hold	124	–	–	﹤0.01%	992
2024 Q3	$7.5K	Hold	124	–	–	﹤0.01%	1030
2024 Q2	$7.09K	Hold	124	–	–	﹤0.01%	979
2024 Q1	$6.5K	Sell	124 -100	-45%	-$5.26K	﹤0.01%	987
2023 Q4	$12.2K	Hold	224	–	–	﹤0.01%	923
2023 Q3	$8.07K	Buy	224 +100	+81%	+$4.23K	﹤0.01%	910
2023 Q2	$4.89K	Hold	124	–	–	﹤0.01%	973
2023 Q1	$4.58K	Buy	+124	New	+$5.35K	﹤0.01%	1059

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

BOK Financial's AX Position: Q2 2026 in Review

BOK Financial held its Axos Financial (AX) position steady in Q2 2026 at 124 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

BOK Financial first reported a position in AX in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.2K in Q4 2023. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

BOK Financial held 124 shares of Axos Financial worth $12.1K as of Q2 2026.
BOK Financial left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #967 holding.
BOK Financial first reported a position in Axos Financial in Q1 2023 and has held it in 14 quarters since.
BOK Financial's Axos Financial position peaked at $12.2K in Q4 2023.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.