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Central Trust Company’s Axos Financial AX Stock Holding History

Central Trust Company’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 		– Sell
-12
Closed -$1.02K – 1581
2026
Q1 		$1.02K Buy
+12
New +$1.09K ﹤0.01% 1419
2023
Q2 		– Sell
-19
Closed -$702 – 1233
2023
Q1 		$702 Hold
19
– – ﹤0.01% 1235
2022
Q4 		$726 Hold
19
– – ﹤0.01% 1212
2022
Q3 		$1K Hold
19
– – ﹤0.01% 1243
2022
Q2 		$1K Hold
19
– – ﹤0.01% 1265
2022
Q1 		$0 Buy
+19
New +$1K ﹤0.01% 1343

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

Central Trust Company's AX Position: Q2 2026 in Review

Central Trust Company sold out of Axos Financial (AX) in Q2 2026, closing a stake of 12 shares — an estimated $1.02K sold.

Central Trust Company first reported a position in AX in Q1 2022 and held it in 6 quarters. The position peaked at $1.02K in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Central Trust Company reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Central Trust Company sold 12 Axos Financial shares in Q2 2026, an estimated $1.02K.
  • Central Trust Company first reported a position in Axos Financial in Q1 2022 and held it in 6 quarters.
  • Central Trust Company's Axos Financial position peaked at $1.02K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.