Cresset Asset Management’s Axos Financial AX Stock Holding History

Cresset Asset 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	$229K	Sell	2,351 -26	-1%	-$2.34K	﹤0.01%	1531
2026 Q1	$202K	Buy	+2,377	New	+$217K	﹤0.01%	1469
2025 Q2	–	Sell	-4,205	Closed	-$271K	–	1465
2025 Q1	$271K	Buy	4,205 +447	+12%	+$30.3K	﹤0.01%	1370
2024 Q4	$262K	Sell	3,758 -35	-0.9%	-$2.56K	﹤0.01%	1416
2024 Q3	$239K	Buy	+3,793	New	+$249K	﹤0.01%	1917
2019 Q2	–	Sell	-174	Closed	-$5K	–	581
2019 Q1	$5K	Sell	174 -5	-3%	-$150	﹤0.01%	1349
2018 Q4	$5K	Buy	+179	New	+$5.4K	﹤0.01%	1003

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cresset Asset Management's AX Position: Q2 2026 in Review

Cresset Asset Management reduced its Axos Financial (AX) stake by 1.1% in Q2 2026, selling an estimated $2.34K and leaving 2,351 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Cresset Asset Management first reported a position in AX in Q4 2018 and has held it in 7 quarters since. The position peaked at $271K in Q1 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Cresset Asset Management held 2,351 shares of Axos Financial worth $229K as of Q2 2026.
Cresset Asset Management sold 26 Axos Financial shares in Q2 2026, an estimated $2.34K.
Axos Financial made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1531 holding.
Cresset Asset Management first reported a position in Axos Financial in Q4 2018 and has held it in 7 quarters since.
Cresset Asset Management's Axos Financial position peaked at $271K in Q1 2025.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

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