CA
AX icon

CoreCap Advisors’s Axos Financial AX Stock Holding History

CoreCap 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 		– Sell
-51
Closed -$4.34K – 3181
2026
Q1 		$4.34K Hold
51
– – ﹤0.01% 2218
2025
Q4 		$4.39K Sell
51
-3
-6% -$247 ﹤0.01% 2251
2025
Q3 		$4.57K Buy
54
+1
+2% +$87 ﹤0.01% 2190
2025
Q2 		$4.03K Buy
53
+2
+4% +$135 ﹤0.01% 2164
2025
Q1 		$3.29K Hold
51
– – ﹤0.01% 2211
2024
Q4 		$3.56K Sell
51
-4
-7% -$292 ﹤0.01% 2062
2024
Q3 		$3.46K Buy
55
+4
+8% +$263 ﹤0.01% 2061
2024
Q2 		$2.92K Buy
+51
New +$2.77K ﹤0.01% 1253
2022
Q4 		$803 Buy
+21
New +$800 ﹤0.01% 2086
2022
Q3 		– Sell
-21
Closed -$1K – 653
2022
Q2 		$1K Buy
+21
New +$807 ﹤0.01% 1951
2022
Q1 		– Sell
-31
Closed -$2K – 662
2021
Q4 		$2K Buy
+31
New +$1.73K ﹤0.01% 1924

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

CoreCap Advisors's AX Position: Q2 2026 in Review

CoreCap Advisors sold out of Axos Financial (AX) in Q2 2026, closing a stake of 51 shares — an estimated $4.34K sold.

CoreCap Advisors first reported a position in AX in Q4 2021 and held it in 11 quarters. The position peaked at $4.57K in Q3 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • CoreCap Advisors reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • CoreCap Advisors sold 51 Axos Financial shares in Q2 2026, an estimated $4.34K.
  • CoreCap Advisors first reported a position in Axos Financial in Q4 2021 and held it in 11 quarters.
  • CoreCap Advisors's Axos Financial position peaked at $4.57K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.