Corient Private Wealth
AX icon

Corient Private Wealth’s Axos Financial AX Stock Holding History

Corient Private Wealth’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
Q1 		$242K Sell
2,849
-2,543
-47% -$232K ﹤0.01% 2442
2025
Q4 		$465K Buy
5,392
+2,864
+113% +$236K ﹤0.01% 2361
2025
Q3 		$214K Buy
+2,528
New +$220K ﹤0.01% 2317

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Corient Private Wealth's AX Position: Q1 2026 in Review

Corient Private Wealth reduced its Axos Financial (AX) stake by 47% in Q1 2026, selling an estimated $232K and leaving 2,849 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Corient Private Wealth first reported a position in AX in Q3 2025 and has held it in 3 quarters since. The position peaked at $465K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Corient Private Wealth held 2,849 shares of Axos Financial worth $242K as of Q1 2026.
  • Corient Private Wealth sold 2,543 Axos Financial shares in Q1 2026, an estimated $232K.
  • Axos Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2442 holding.
  • Corient Private Wealth first reported a position in Axos Financial in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Axos Financial position peaked at $465K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.