Charles Schwab’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.2M | Buy |
751,934
+19,853
| +3% | +$1.79M | 0.01% | 980 |
|
|
2026
Q1 | $62.3M | Buy |
732,081
+10,509
| +1% | +$958K | 0.01% | 1008 |
|
|
2025
Q4 | $62.2M | Buy |
721,572
+52,250
| +8% | +$4.3M | 0.01% | 1009 |
|
|
2025
Q3 | $56.7M | Buy |
669,322
+24,748
| +4% | +$2.16M | 0.01% | 1077 |
|
|
2025
Q2 | $49M | Sell |
644,574
-13,208
| -2% | -$893K | 0.01% | 1113 |
|
|
2025
Q1 | $42.4M | Sell |
657,782
-13,341
| -2% | -$905K | 0.01% | 1187 |
|
|
2024
Q4 | $46.9M | Sell |
671,123
-1,719
| -0.3% | -$125K | 0.01% | 1171 |
|
|
2024
Q3 | $42.3M | Sell |
672,842
-8,545
| -1% | -$562K | 0.01% | 1234 |
|
|
2024
Q2 | $38.9M | Sell |
681,387
-1,879
| -0.3% | -$102K | 0.01% | 1243 |
|
|
2024
Q1 | $36.9M | Buy |
683,266
+69,875
| +11% | +$3.68M | 0.01% | 1218 |
|
|
2023
Q4 | $33.5M | Buy |
613,391
+10,716
| +2% | +$447K | 0.01% | 1265 |
|
|
2023
Q3 | $22.8M | Buy |
602,675
+22,253
| +4% | +$941K | 0.01% | 1422 |
|
|
2023
Q2 | $22.9M | Buy |
580,422
+4,718
| +0.8% | +$183K | 0.01% | 1399 |
|
|
2023
Q1 | $21.3M | Buy |
575,704
+12,151
| +2% | +$524K | 0.01% | 1430 |
|
|
2022
Q4 | $21.5M | Buy |
563,553
+33,335
| +6% | +$1.27M | 0.01% | 1375 |
|
|
2022
Q3 | $18.1M | Buy |
530,218
+33,958
| +7% | +$1.37M | 0.01% | 1438 |
|
|
2022
Q2 | $17.8M | Buy |
496,260
+16,700
| +3% | +$642K | 0.01% | 1493 |
|
|
2022
Q1 | $22.2M | Buy |
479,560
+17,969
| +4% | +$949K | 0.01% | 1461 |
|
|
2021
Q4 | $25.8M | Buy |
461,591
+8,033
| +2% | +$449K | 0.01% | 1381 |
|
|
2021
Q3 | $23.4M | Buy |
453,558
+12,967
| +3% | +$615K | 0.01% | 1444 |
|
|
2021
Q2 | $20.4M | Buy |
440,591
+6,300
| +1% | +$294K | 0.01% | 1568 |
|
|
2021
Q1 | $20.4M | Buy |
434,291
+4,117
| +1% | +$185K | 0.01% | 1511 |
|
|
2020
Q4 | $16.1M | Buy |
430,174
+14,901
| +4% | +$471K | 0.01% | 1558 |
|
|
2020
Q3 | $9.68M | Buy |
415,273
+9,734
| +2% | +$223K | ﹤0.01% | 1720 |
|
|
2020
Q2 | $8.96M | Buy |
405,539
+35,803
| +10% | +$728K | ﹤0.01% | 1718 |
|
|
2020
Q1 | $6.7M | Buy |
369,736
+31,356
| +9% | +$788K | ﹤0.01% | 1682 |
|
|
2019
Q4 | $10.2M | Buy |
338,380
+7,122
| +2% | +$208K | 0.01% | 1658 |
|
|
2019
Q3 | $9.16M | Buy |
331,258
+7,169
| +2% | +$193K | 0.01% | 1651 |
|
|
2019
Q2 | $8.83M | Buy |
324,089
+10,420
| +3% | +$307K | 0.01% | 1669 |
|
|
2019
Q1 | $9.08M | Buy |
313,669
+5,266
| +2% | +$158K | 0.01% | 1661 |
|
|
2018
Q4 | $7.77M | Sell |
308,403
-774
| -0.3% | -$23.3K | 0.01% | 1632 |
|
|
2018
Q3 | $10.6M | Buy |
309,177
+14,411
| +5% | +$554K | 0.01% | 1598 |
|
|
2018
Q2 | $12.1M | Buy |
294,766
+20,804
| +8% | +$865K | 0.01% | 1462 |
|
|
2018
Q1 | $11.1M | Buy |
273,962
+6,502
| +2% | +$237K | 0.01% | 1419 |
|
|
2017
Q4 | $8M | Buy |
267,460
+5,800
| +2% | +$158K | 0.01% | 1636 |
|
|
2017
Q3 | $7.45M | Buy |
261,660
+8,177
| +3% | +$214K | 0.01% | 1652 |
|
|
2017
Q2 | $6.01M | Buy |
253,483
+11,484
| +5% | +$272K | 0.01% | 1696 |
|
|
2017
Q1 | $6.32M | Buy |
241,999
+4,131
| +2% | +$119K | 0.01% | 1617 |
|
|
2016
Q4 | $6.79M | Buy |
237,868
+11,849
| +5% | +$282K | 0.01% | 1538 |
|
|
2016
Q3 | $5.06M | Buy |
226,019
+9,988
| +5% | +$194K | 0.01% | 1644 |
|
|
2016
Q2 | $3.83M | Buy |
216,031
+10,916
| +5% | +$205K | ﹤0.01% | 1734 |
|
|
2016
Q1 | $4.38M | Buy |
205,115
+3,752
| +2% | +$68K | 0.01% | 1593 |
|
|
2015
Q4 | $4.24M | Buy |
201,363
+16,751
| +9% | +$394K | 0.01% | 1633 |
|
|
2015
Q3 | $5.95M | Buy |
184,612
+10,776
| +6% | +$322K | 0.01% | 1361 |
|
|
2015
Q2 | $4.59M | Buy |
173,836
+4,796
| +3% | +$114K | 0.01% | 1594 |
|
|
2015
Q1 | $3.93M | Buy |
169,040
+19,500
| +13% | +$428K | 0.01% | 1674 |
|
|
2014
Q4 | $2.91M | Buy |
149,540
+4,632
| +3% | +$86.9K | ﹤0.01% | 1796 |
|
|
2014
Q3 | $2.63M | Buy |
144,908
+2,936
| +2% | +$55.4K | ﹤0.01% | 1805 |
|
|
2014
Q2 | $2.61M | Buy |
141,972
+21,080
| +17% | +$415K | ﹤0.01% | 1841 |
|
|
2014
Q1 | $2.59M | Buy |
120,892
+3,436
| +3% | +$73.8K | ﹤0.01% | 1804 |
|
|
2013
Q4 | $2.3M | Buy |
117,456
+4,412
| +4% | +$79.3K | ﹤0.01% | 1830 |
|
|
2013
Q3 | $1.86M | Buy |
113,044
+7,652
| +7% | +$114K | ﹤0.01% | 1885 |
|
|
2013
Q2 | $1.21M | Buy |
+105,392
| New | +$1.1M | ﹤0.01% | 2047 |
|
Other funds holding AX
DAM
Charles Schwab's AX Position: Q2 2026 in Review
Charles Schwab increased its Axos Financial (AX) stake by 2.7% in Q2 2026, buying an estimated $1.79M and bringing the position to 751,934 shares worth $73.2M. The position accounts for 0.01% of the portfolio, ranked #980.
Charles Schwab first reported a position in AX in Q2 2013 and has held it in 53 quarters since. 383 funds tracked by Wall St. Rank hold AX as of Q2 2026.
- Charles Schwab held 751,934 shares of Axos Financial worth $73.2M as of Q2 2026.
- Charles Schwab bought 19,853 Axos Financial shares in Q2 2026, an estimated $1.79M.
- Axos Financial made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #980 holding.
- Charles Schwab first reported a position in Axos Financial in Q2 2013 and has held it in 53 quarters since.
- 383 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.