Clearstead Advisors’s Axos Financial AX Stock Holding History

Clearstead Advisors’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	$38.3K	Sell	393 -83	-17%	-$7.48K	﹤0.01%	1591
2026 Q1	$40.5K	Sell	476 -623	-57%	-$56.8K	﹤0.01%	1320
2025 Q4	$94.7K	Buy	1,099 +498	+83%	+$41K	﹤0.01%	1145
2025 Q3	$50.9K	Sell	601 -1	-0.2%	-$87	﹤0.01%	1275
2025 Q2	$45.8K	Buy	602 +256	+74%	+$17.3K	﹤0.01%	1314
2025 Q1	$22.3K	Sell	346 -284	-45%	-$19.3K	﹤0.01%	1400
2024 Q4	$44K	Sell	630 -12	-2%	-$876	﹤0.01%	1191
2024 Q3	$40.4K	Sell	642 -52	-7%	-$3.42K	﹤0.01%	1251
2024 Q2	$39.7K	Buy	694 +14	+2%	+$761	﹤0.01%	1214
2024 Q1	$41.5K	Sell	680 -5,346	-89%	-$281K	﹤0.01%	808
2023 Q4	$329K	Sell	6,026 -5,506	-48%	-$230K	0.02%	381
2023 Q3	$437K	Buy	11,532 +5,766	+100%	+$244K	0.01%	428
2023 Q2	$227K	Hold	5,766	–	–	0.01%	414
2023 Q1	$213K	Hold	5,766	–	–	0.02%	383
2022 Q4	$220K	Buy	5,766 +246	+4%	+$9.38K	0.02%	366
2022 Q3	$189K	Hold	5,520	–	–	0.02%	368
2022 Q2	$198K	Sell	5,520 -1,500	-21%	-$57.6K	0.02%	378
2022 Q1	$326K	Hold	7,020	–	–	0.02%	335
2021 Q4	$392K	Hold	7,020	–	–	0.03%	286
2021 Q3	$362K	Hold	7,020	–	–	0.03%	281
2021 Q2	$326K	Hold	7,020	–	–	0.03%	280
2021 Q1	$330K	Hold	7,020	–	–	0.03%	269
2020 Q4	$263K	Hold	7,020	–	–	0.02%	284
2020 Q3	$164K	Hold	7,020	–	–	0.02%	303
2020 Q2	$155K	Hold	7,020	–	–	0.02%	305
2020 Q1	$127K	Hold	7,020	–	–	0.02%	299
2019 Q4	$213K	Buy	+7,020	New	+$205K	0.03%	265
2018 Q3	–	Sell	-5,520	Closed	-$226K	–	230
2018 Q2	$226K	Hold	5,520	–	–	0.03%	209
2018 Q1	$224K	Buy	+5,520	New	+$201K	0.03%	207

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Clearstead Advisors's AX Position: Q2 2026 in Review

Clearstead Advisors reduced its Axos Financial (AX) stake by 17% in Q2 2026, selling an estimated $7.48K and leaving 393 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Clearstead Advisors first reported a position in AX in Q1 2018 and has held it in 29 quarters since. The position peaked at $437K in Q3 2023. 158 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Clearstead Advisors held 393 shares of Axos Financial worth $38.3K as of Q2 2026.
Clearstead Advisors sold 83 Axos Financial shares in Q2 2026, an estimated $7.48K.
Axos Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1591 holding.
Clearstead Advisors first reported a position in Axos Financial in Q1 2018 and has held it in 29 quarters since.
Clearstead Advisors's Axos Financial position peaked at $437K in Q3 2023.
158 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.