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Clark Wealth Partners’s Axos Financial AX Stock Holding History

Clark Wealth Partners’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 		– Sell
-264
Closed -$22.5K – 577
2026
Q1 		$22.5K Buy
264
+47
+22% +$4.28K 0.02% 171
2025
Q4 		$18.7K Hold
217
– – 0.01% 190
2025
Q3 		$18.7K Sell
217
-3
-1% -$261 0.01% 190
2025
Q2 		$16.7K Hold
220
– – 0.01% 168
2025
Q1 		$14.2K Hold
220
– – 0.01% 169
2024
Q4 		$15.4K Buy
+220
New +$16.1K 0.01% 147

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Clark Wealth Partners's AX Position: Q2 2026 in Review

Clark Wealth Partners sold out of Axos Financial (AX) in Q2 2026, closing a stake of 264 shares — an estimated $22.5K sold.

Clark Wealth Partners first reported a position in AX in Q4 2024 and held it in 6 quarters. The position peaked at $22.5K in Q1 2026. 358 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Clark Wealth Partners reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 264 Axos Financial shares in Q2 2026, an estimated $22.5K.
  • Clark Wealth Partners first reported a position in Axos Financial in Q4 2024 and held it in 6 quarters.
  • Clark Wealth Partners's Axos Financial position peaked at $22.5K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.