CCG Wealth Management’s Axos Financial AX Stock Holding History

CCG 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	$974K	Sell	10,000 -152,896	-94%	-$13.8M	0.23%	63
2026 Q1	$13.9M	Buy	162,896 +147,696	+972%	+$13.5M	3.76%	6
2025 Q4	$1.31M	Hold	15,200	–	–	0.56%	32
2025 Q3	$1.29M	Hold	15,200	–	–	0.61%	29
2025 Q2	$1.16M	Hold	15,200	–	–	0.61%	30
2025 Q1	$981K	Hold	15,200	–	–	0.59%	31
2024 Q4	$1.06M	Hold	15,200	–	–	0.59%	29
2024 Q3	$956K	Sell	15,200 -39,000	-72%	-$2.56M	0.54%	31
2024 Q2	$3.1M	Sell	54,200 -11	-0%	-$598	1.75%	12
2024 Q1	$2.93M	Buy	54,211 +44,200	+442%	+$2.33M	1.76%	13
2023 Q4	$547K	Sell	10,011 -5,200	-34%	-$217K	0.37%	31
2023 Q3	$576K	Sell	15,211 -1,000	-6%	-$42.3K	0.38%	32
2023 Q2	$639K	Buy	+16,211	New	+$628K	0.4%	31
2023 Q1	–	Sell	-370,884	Closed	-$14.2M	–	70
2022 Q4	$14.2M	Buy	370,884 +20,640	+6%	+$787K	7.87%	3
2022 Q3	$12M	Buy	+350,244	New	+$14.2M	7.32%	4

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

CCG Wealth Management's AX Position: Q2 2026 in Review

CCG Wealth Management reduced its Axos Financial (AX) stake by 94% in Q2 2026, selling an estimated $13.8M and leaving 10,000 shares worth $974K. The position accounts for 0.23% of the portfolio, ranked #63.

CCG Wealth Management first reported a position in AX in Q3 2022 and has held it in 15 quarters since. The position peaked at $14.2M in Q4 2022. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

CCG Wealth Management held 10,000 shares of Axos Financial worth $974K as of Q2 2026.
CCG Wealth Management sold 152,896 Axos Financial shares in Q2 2026, an estimated $13.8M.
Axos Financial made up 0.23% of CCG Wealth Management's portfolio in Q2 2026, its #63 holding.
CCG Wealth Management first reported a position in Axos Financial in Q3 2022 and has held it in 15 quarters since.
CCG Wealth Management's Axos Financial position peaked at $14.2M in Q4 2022.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.