Cerity Partners’s Axos Financial AX Stock Holding History

Cerity Partners’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	$1.2M	Sell	12,309 -112,903	-90%	-$10.2M	﹤0.01%	1890
2026 Q1	$10.7M	Buy	125,212 +13,198	+12%	+$1.2M	0.02%	662
2025 Q4	$9.65M	Buy	112,014 +98,235	+713%	+$8.09M	0.01%	652
2025 Q3	$1.17M	Buy	13,779 +2,214	+19%	+$193K	﹤0.01%	1527
2025 Q2	$879K	Buy	11,565 +1,075	+10%	+$72.7K	﹤0.01%	1579
2025 Q1	$677K	Sell	10,490 -3,851	-27%	-$261K	﹤0.01%	1606
2024 Q4	$946K	Buy	14,341 +2,090	+17%	+$153K	﹤0.01%	1444
2024 Q3	$770K	Buy	12,251 +2,619	+27%	+$172K	﹤0.01%	1537
2024 Q2	$550K	Buy	9,632 +143	+2%	+$7.78K	﹤0.01%	1504
2024 Q1	$513K	Buy	9,489 +4,734	+100%	+$249K	﹤0.01%	1585
2023 Q4	$260K	Buy	+4,755	New	+$198K	﹤0.01%	1598
2023 Q2	–	Sell	-1,064	Closed	-$2.18M	–	1662
2023 Q1	$2.18M	Buy	+1,064	New	+$45.9K	0.01%	702

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

Cerity Partners's AX Position: Q2 2026 in Review

Cerity Partners reduced its Axos Financial (AX) stake by 90% in Q2 2026, selling an estimated $10.2M and leaving 12,309 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Cerity Partners first reported a position in AX in Q1 2023 and has held it in 12 quarters since. The position peaked at $10.7M in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Cerity Partners held 12,309 shares of Axos Financial worth $1.2M as of Q2 2026.
Cerity Partners sold 112,903 Axos Financial shares in Q2 2026, an estimated $10.2M.
Axos Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1890 holding.
Cerity Partners first reported a position in Axos Financial in Q1 2023 and has held it in 12 quarters since.
Cerity Partners's Axos Financial position peaked at $10.7M in Q1 2026.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.