CT
AX icon

Chicago Trust’s Axos Financial AX Stock Holding History

Chicago Trust’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 		$217K Buy
+2,225
New +$201K 0.03% 359

Other funds holding AX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Chicago Trust's AX Position: Q2 2026 in Review

Chicago Trust opened a new position in Axos Financial (AX) in Q2 2026: 2,225 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #359 among its holdings.

42 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Chicago Trust held 2,225 shares of Axos Financial worth $217K as of Q2 2026.
  • Axos Financial was a new Chicago Trust position in Q2 2026.
  • Axos Financial made up 0.03% of Chicago Trust's portfolio in Q2 2026, its #359 holding.
  • 42 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.