Commonwealth Equity Services’s Axos Financial AX Stock Holding History

Commonwealth Equity Services’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	$259K	Buy	2,662 +45	+2%	+$4.05K	﹤0.01%	3895
2026 Q1	$223K	Sell	2,617 -23,106	-90%	-$2.11M	﹤0.01%	3908
2025 Q4	$2.22M	Buy	25,723 +161	+0.6%	+$13.3K	﹤0.01%	1884
2025 Q3	$2.16M	Sell	25,562 -858	-3%	-$74.8K	﹤0.01%	1938
2025 Q2	$2.01M	Sell	26,420 -2,814	-10%	-$190K	﹤0.01%	1984
2025 Q1	$1.89M	Buy	29,234 +24,688	+543%	+$1.67M	﹤0.01%	1950
2024 Q4	$318K	Sell	4,546 -96	-2%	-$7.01K	﹤0.01%	3354
2024 Q3	$292K	Sell	4,642 -2,728	-37%	-$179K	﹤0.01%	3376
2024 Q2	$421K	Sell	7,370 -130	-2%	-$7.07K	﹤0.01%	2982
2024 Q1	$405K	Sell	7,500 -98	-1%	-$5.16K	﹤0.01%	3007
2023 Q4	$415K	Buy	7,598 +362	+5%	+$15.1K	﹤0.01%	2886
2023 Q3	$274K	Hold	7,236	–	–	﹤0.01%	3106
2023 Q2	$285K	Sell	7,236 -994	-12%	-$38.5K	﹤0.01%	3095
2023 Q1	$303	Sell	8,230 -2,220	-21%	-$95.8K	﹤0.01%	2962
2022 Q4	$399K	Sell	10,450 -1,114	-10%	-$42.5K	﹤0.01%	2651
2022 Q3	$395K	Buy	11,564 +136	+1%	+$5.5K	﹤0.01%	2598
2022 Q2	$409K	Buy	11,428 +86	+0.8%	+$3.31K	﹤0.01%	2567
2022 Q1	$526K	Sell	11,342 -513	-4%	-$27.1K	﹤0.01%	2478
2021 Q4	$662K	Sell	11,855 -243	-2%	-$13.6K	﹤0.01%	2293
2021 Q3	$623K	Buy	12,098 +550	+5%	+$26.1K	﹤0.01%	2303
2021 Q2	$535K	Buy	11,548 +100	+0.9%	+$4.67K	﹤0.01%	2414
2021 Q1	$538K	Sell	11,448 -755	-6%	-$34K	﹤0.01%	2276
2020 Q4	$457K	Sell	12,203 -297	-2%	-$9.39K	﹤0.01%	2213
2020 Q3	$291K	Buy	12,500 +104	+0.8%	+$2.38K	﹤0.01%	2377
2020 Q2	$273K	Sell	12,396 -657	-5%	-$13.4K	﹤0.01%	2343
2020 Q1	$236K	Sell	13,053 -852	-6%	-$21.4K	﹤0.01%	2241
2019 Q4	$421K	Buy	13,905 +390	+3%	+$11.4K	﹤0.01%	2044
2019 Q3	$373K	Sell	13,515 -1,650	-11%	-$44.4K	﹤0.01%	2049
2019 Q2	$413K	Sell	15,165 -184	-1%	-$5.41K	﹤0.01%	1940
2019 Q1	$444K	Sell	15,349 -1,564	-9%	-$46.9K	﹤0.01%	1848
2018 Q4	$425K	Buy	+16,913	New	+$510K	﹤0.01%	1756
2018 Q3	–	Sell	-21,239	Closed	-$869K	–	2793
2018 Q2	$869K	Buy	21,239 +4,033	+23%	+$168K	﹤0.01%	1364
2018 Q1	$697K	Buy	17,206 +5,753	+50%	+$210K	﹤0.01%	1477
2017 Q4	$342K	Sell	11,453 -92	-0.8%	-$2.5K	﹤0.01%	1953
2017 Q3	$329K	Buy	+11,545	New	+$302K	﹤0.01%	1902
2017 Q2	–	Sell	-10,184	Closed	-$266K	–	2522
2017 Q1	$266K	Sell	10,184 -452	-4%	-$13.1K	﹤0.01%	1937
2016 Q4	$304K	Buy	+10,636	New	+$253K	﹤0.01%	1764

Other funds holding AX

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

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Commonwealth Equity Services's AX Position: Q2 2026 in Review

Commonwealth Equity Services increased its Axos Financial (AX) stake by 1.7% in Q2 2026, buying an estimated $4.05K and bringing the position to 2,662 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #3895.

Commonwealth Equity Services first reported a position in AX in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.22M in Q4 2025. 97 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Commonwealth Equity Services held 2,662 shares of Axos Financial worth $259K as of Q2 2026.
Commonwealth Equity Services bought 45 Axos Financial shares in Q2 2026, an estimated $4.05K.
Axos Financial made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3895 holding.
Commonwealth Equity Services first reported a position in Axos Financial in Q4 2016 and has held it in 37 quarters since.
Commonwealth Equity Services's Axos Financial position peaked at $2.22M in Q4 2025.
97 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.