CL
AX icon

Choreo LLC’s Axos Financial AX Stock Holding History

Choreo LLC’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 		$261K Buy
2,682
+78
+3% +$7.03K ﹤0.01% 1394
2026
Q1 		$222K Buy
2,604
+102
+4% +$9.29K ﹤0.01% 1419
2025
Q4 		$217K Sell
2,502
-17
-0.7% -$1.4K ﹤0.01% 1409
2025
Q3 		$213K Buy
+2,519
New +$220K ﹤0.01% 1424

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

Choreo LLC's AX Position: Q2 2026 in Review

Choreo LLC increased its Axos Financial (AX) stake by 3% in Q2 2026, buying an estimated $7.03K and bringing the position to 2,682 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Choreo LLC first reported a position in AX in Q3 2025 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Choreo LLC held 2,682 shares of Axos Financial worth $261K as of Q2 2026.
  • Choreo LLC bought 78 Axos Financial shares in Q2 2026, an estimated $7.03K.
  • Axos Financial made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1394 holding.
  • Choreo LLC first reported a position in Axos Financial in Q3 2025 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.