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Bruce G. Allen Investments’s Axos Financial AX Stock Holding History

Bruce G. Allen Investments’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 		$974 Hold
10
– – ﹤0.01% 826
2026
Q1 		$851 Buy
10
+2
+25% +$182 ﹤0.01% 856
2025
Q4 		$689 Hold
8
– – ﹤0.01% 903
2025
Q3 		$677 Hold
8
– – ﹤0.01% 906
2025
Q2 		$608 Sell
8
-3
-27% -$203 ﹤0.01% 919
2025
Q1 		$710 Buy
11
+2
+22% +$136 ﹤0.01% 869
2024
Q4 		$629 Buy
+9
New +$657 ﹤0.01% 912

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

Bruce G. Allen Investments's AX Position: Q2 2026 in Review

Bruce G. Allen Investments held its Axos Financial (AX) position steady in Q2 2026 at 10 shares worth $974. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Bruce G. Allen Investments first reported a position in AX in Q4 2024 and has held it in 7 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Bruce G. Allen Investments held 10 shares of Axos Financial worth $974 as of Q2 2026.
  • Bruce G. Allen Investments left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #826 holding.
  • Bruce G. Allen Investments first reported a position in Axos Financial in Q4 2024 and has held it in 7 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.