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Covestor’s Axos Financial AX Stock Holding History

Covestor’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 		$1K Buy
8
+6
+300% +$541 ﹤0.01% 2048
2026
Q1 		$0 Sell
2
-1,026
-100% -$93.5K ﹤0.01% 2257
2025
Q4 		$89K Buy
1,028
+81
+9% +$6.67K 0.05% 632
2025
Q3 		$80K Sell
947
-859
-48% -$74.9K 0.04% 687
2025
Q2 		$137K Sell
1,806
-468
-21% -$31.6K 0.08% 371
2025
Q1 		$147K Hold
2,274
– – 0.1% 257
2024
Q4 		$158K Buy
2,274
+442
+24% +$32.3K 0.1% 266
2024
Q3 		$115K Sell
1,832
-224
-11% -$14.7K 0.07% 445
2024
Q2 		$117K Sell
2,056
-628
-23% -$34.2K 0.08% 399
2024
Q1 		$145K Buy
2,684
+781
+41% +$41.1K 0.09% 292
2023
Q4 		$104K Buy
1,903
+601
+46% +$25.1K 0.07% 467
2023
Q3 		$49K Buy
1,302
+331
+34% +$14K 0.04% 779
2023
Q2 		$38K Buy
971
+197
+25% +$7.63K 0.03% 887
2023
Q1 		$29K Buy
774
+363
+88% +$15.7K 0.03% 890
2022
Q4 		$16K Buy
411
+405
+6,750% +$15.4K 0.01% 1096
2022
Q3 		$0 Sell
6
-5
-45% -$202 ﹤0.01% 1975
2022
Q2 		$0 Sell
11
-3
-21% -$115 ﹤0.01% 1896
2022
Q1 		$1K Sell
14
-3
-18% -$158 ﹤0.01% 1730
2021
Q4 		$1K Buy
+17
New +$951 ﹤0.01% 1639

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

Covestor's AX Position: Q2 2026 in Review

Covestor increased its Axos Financial (AX) stake by 300% in Q2 2026, buying an estimated $541 and bringing the position to 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Covestor first reported a position in AX in Q4 2021 and has held it in 19 quarters since. The position peaked at $158K in Q4 2024. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Covestor held 8 shares of Axos Financial worth $1K as of Q2 2026.
  • Covestor bought 6 Axos Financial shares in Q2 2026, an estimated $541.
  • Axos Financial made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2048 holding.
  • Covestor first reported a position in Axos Financial in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Axos Financial position peaked at $158K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.