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Chelsea Counsel Company’s Axos Financial AX Stock Holding History

Chelsea Counsel 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 		$9.74K Hold
100
– – ﹤0.01% 171
2026
Q1 		$8.51K Hold
100
– – ﹤0.01% 179
2025
Q4 		$8.62K Hold
100
– – ﹤0.01% 179
2025
Q3 		$8.46K Hold
100
– – ﹤0.01% 178
2025
Q2 		$7.6K Hold
100
– – ﹤0.01% 181
2025
Q1 		$6.45K Hold
100
– – ﹤0.01% 179
2024
Q4 		$6.99K Hold
100
– – ﹤0.01% 176
2024
Q3 		$6.29K Hold
100
– – ﹤0.01% 180
2024
Q2 		$5.71K Hold
100
– – ﹤0.01% 178
2024
Q1 		$5.4K Buy
+100
New +$5.26K ﹤0.01% 168

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

Chelsea Counsel Company's AX Position: Q2 2026 in Review

Chelsea Counsel Company held its Axos Financial (AX) position steady in Q2 2026 at 100 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Chelsea Counsel Company 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.

  • Chelsea Counsel Company held 100 shares of Axos Financial worth $9.74K as of Q2 2026.
  • Chelsea Counsel Company left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up ﹤0.01% of Chelsea Counsel Company's portfolio in Q2 2026, its #171 holding.
  • Chelsea Counsel Company 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 Chelsea Counsel Company's 13F filing for Q2 2026, filed 12 Aug 2026.