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Cassaday & Co Wealth Management’s Axos Financial AX Stock Holding History

Cassaday & Co Wealth Management’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 		$9.74K Sell
100
-90
-47% -$8.11K ﹤0.01% 872
2026
Q1 		$16.2K Buy
+190
New +$17.3K ﹤0.01% 809

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

Cassaday & Co Wealth Management's AX Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Axos Financial (AX) stake by 47% in Q2 2026, selling an estimated $8.11K and leaving 100 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Cassaday & Co Wealth Management first reported a position in AX in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.2K in Q1 2026. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Cassaday & Co Wealth Management held 100 shares of Axos Financial worth $9.74K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 90 Axos Financial shares in Q2 2026, an estimated $8.11K.
  • Axos Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #872 holding.
  • Cassaday & Co Wealth Management first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Axos Financial position peaked at $16.2K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.