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Coldstream Capital Management’s Axos Financial AX Stock Holding History

Coldstream Capital Management’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 		$276K Sell
2,829
-3,188
-53% -$287K ﹤0.01% 1002
2026
Q1 		$512K Sell
6,017
-17
-0.3% -$1.55K 0.01% 716
2025
Q4 		$520K Buy
6,034
+224
+4% +$18.4K 0.01% 711
2025
Q3 		$492K Buy
5,810
+2,822
+94% +$246K 0.01% 751
2025
Q2 		$227K Buy
2,988
+2,859
+2,216% +$193K ﹤0.01% 1014
2025
Q1 		$8.32K Buy
+129
New +$8.75K ﹤0.01% 2463

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

Coldstream Capital Management's AX Position: Q2 2026 in Review

Coldstream Capital Management reduced its Axos Financial (AX) stake by 53% in Q2 2026, selling an estimated $287K and leaving 2,829 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Coldstream Capital Management first reported a position in AX in Q1 2025 and has held it in 6 quarters since. The position peaked at $520K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Coldstream Capital Management held 2,829 shares of Axos Financial worth $276K as of Q2 2026.
  • Coldstream Capital Management sold 3,188 Axos Financial shares in Q2 2026, an estimated $287K.
  • Axos Financial made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1002 holding.
  • Coldstream Capital Management first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
  • Coldstream Capital Management's Axos Financial position peaked at $520K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.