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Bragg Financial Advisors’s Axos Financial AX Stock Holding History

Bragg Financial 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 		$36.7M Buy
377,229
+21,361
+6% +$1.92M 0.98% 26
2026
Q1 		$30.3M Buy
355,868
+409
+0.1% +$37.3K 0.96% 28
2025
Q4 		$30.6M Buy
355,459
+638
+0.2% +$52.5K 1% 26
2025
Q3 		$30M Buy
354,821
+749
+0.2% +$65.3K 0.99% 25
2025
Q2 		$26.9M Buy
354,072
+122
+0% +$8.25K 0.96% 29
2025
Q1 		$22.8M Sell
353,950
-44,414
-11% -$3.01M 0.94% 31
2024
Q4 		$27.8M Buy
398,364
+2,028
+0.5% +$148K 1.13% 16
2024
Q3 		$24.9M Buy
396,336
+1,686
+0.4% +$111K 1.03% 22
2024
Q2 		$22.6M Buy
394,650
+36,122
+10% +$1.96M 1.01% 24
2024
Q1 		$19.4M Buy
358,528
+1,340
+0.4% +$70.5K 0.87% 31
2023
Q4 		$19.5M Buy
357,188
+3,527
+1% +$147K 0.93% 27
2023
Q3 		$13.4M Buy
353,661
+139,473
+65% +$5.9M 0.71% 56
2023
Q2 		$8.45M Buy
214,188
+104,580
+95% +$4.05M 0.46% 89
2023
Q1 		$4.05M Buy
109,608
+5,018
+5% +$216K 0.24% 126
2022
Q4 		$4M Sell
104,590
-324
-0.3% -$12.3K 0.24% 125
2022
Q3 		$3.59M Sell
104,914
-3,319
-3% -$134K 0.25% 122
2022
Q2 		$3.88M Sell
108,233
-110,316
-50% -$4.24M 0.26% 120
2022
Q1 		$10.1M Buy
218,549
+1,857
+0.9% +$98.1K 0.59% 70
2021
Q4 		$11.2M Hold
216,692
– – 0.72% 52
2021
Q3 		$11.2M Buy
216,692
+703
+0.3% +$33.4K 0.72% 52
2021
Q2 		$10M Buy
215,989
+33,075
+18% +$1.55M 0.64% 64
2021
Q1 		$8.6M Buy
182,914
+68,952
+61% +$3.11M 0.58% 69
2020
Q4 		$4.28M Buy
113,962
+415
+0.4% +$13.1K 0.37% 90
2020
Q3 		$2.65M Buy
113,547
+7,878
+7% +$180K 0.27% 109
2020
Q2 		$2.33M Buy
105,669
+2,983
+3% +$60.7K 0.26% 109
2020
Q1 		$1.86M Buy
102,686
+28,583
+39% +$718K 0.25% 120
2019
Q4 		$2.24M Buy
74,103
+660
+0.9% +$19.3K 0.25% 122
2019
Q3 		$2.03M Buy
73,443
+1,411
+2% +$38K 0.25% 126
2019
Q2 		$1.96M Buy
72,032
+50,842
+240% +$1.5M 0.24% 130
2019
Q1 		$614K Buy
+21,190
New +$635K 0.08% 176

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bragg Financial Advisors's AX Position: Q2 2026 in Review

Bragg Financial Advisors increased its Axos Financial (AX) stake by 6% in Q2 2026, buying an estimated $1.92M and bringing the position to 377,229 shares worth $36.7M. The position accounts for 0.98% of the portfolio, ranked #26.

Bragg Financial Advisors first reported a position in AX in Q1 2019 and has held it in 30 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Bragg Financial Advisors held 377,229 shares of Axos Financial worth $36.7M as of Q2 2026.
  • Bragg Financial Advisors bought 21,361 Axos Financial shares in Q2 2026, an estimated $1.92M.
  • Axos Financial made up 0.98% of Bragg Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Bragg Financial Advisors first reported a position in Axos Financial in Q1 2019 and has held it in 30 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.