Cetera Investment Advisers
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Cetera Investment Advisers’s Axos Financial AX Stock Holding History

Cetera Investment Advisers’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 		$1.62M Sell
16,599
-45
-0.3% -$4.05K ﹤0.01% 2577
2026
Q1 		$1.42M Buy
16,644
+97
+0.6% +$8.84K ﹤0.01% 2597
2025
Q4 		$1.43M Buy
16,547
+108
+0.7% +$8.89K ﹤0.01% 2521
2025
Q3 		$1.39M Buy
16,439
+8,242
+101% +$718K ﹤0.01% 2488
2025
Q2 		$623K Buy
8,197
+141
+2% +$9.53K ﹤0.01% 2785
2025
Q1 		$520K Buy
8,056
+115
+1% +$7.8K ﹤0.01% 2810
2024
Q4 		$555K Buy
7,941
+786
+11% +$57.4K ﹤0.01% 2597
2024
Q3 		$450K Buy
7,155
+1,747
+32% +$115K ﹤0.01% 2733
2024
Q2 		$309K Sell
5,408
-1,080
-17% -$58.7K ﹤0.01% 3005
2024
Q1 		$351K Buy
+6,488
New +$341K ﹤0.01% 2899

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

Cetera Investment Advisers's AX Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Axos Financial (AX) stake by 0.27% in Q2 2026, selling an estimated $4.05K and leaving 16,599 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

Cetera Investment Advisers first reported a position in AX in Q1 2024 and has held it in 10 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Cetera Investment Advisers held 16,599 shares of Axos Financial worth $1.62M as of Q2 2026.
  • Cetera Investment Advisers sold 45 Axos Financial shares in Q2 2026, an estimated $4.05K.
  • Axos Financial made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2577 holding.
  • Cetera Investment Advisers first reported a position in Axos Financial in Q1 2024 and has held it in 10 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.