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Crossmark Global Holdings’s Axos Financial AX Stock Holding History

Crossmark Global Holdings’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 		$347K Sell
3,565
-166
-4% -$15K ﹤0.01% 1010
2026
Q1 		$317K Hold
3,731
– – ﹤0.01% 996
2025
Q4 		$321K Buy
3,731
+5
+0.1% +$412 ﹤0.01% 1005
2025
Q3 		$315K Sell
3,726
-73
-2% -$6.36K ﹤0.01% 1077
2025
Q2 		$289K Buy
3,799
+4
+0.1% +$270 ﹤0.01% 1118
2025
Q1 		$245K Sell
3,795
-35
-0.9% -$2.37K ﹤0.01% 1173
2024
Q4 		$267K Sell
3,830
-6
-0.2% -$438 ﹤0.01% 1090
2024
Q3 		$241K Buy
3,836
+162
+4% +$10.6K ﹤0.01% 1169
2024
Q2 		$210K Sell
3,674
-267
-7% -$14.5K ﹤0.01% 1213
2024
Q1 		$213K Buy
3,941
+55
+1% +$2.89K ﹤0.01% 1260
2023
Q4 		$212K Buy
+3,886
New +$162K ﹤0.01% 1228
2023
Q3 		– Sell
-4,411
Closed -$215K – 1267
2023
Q2 		$215K Buy
+4,411
New +$171K ﹤0.01% 1219
2022
Q2 		– Sell
-5,192
Closed -$241K – 1282
2022
Q1 		$241K Buy
5,192
+200
+4% +$10.6K 0.01% 1225
2021
Q4 		$279K Sell
4,992
-7,830
-61% -$438K 0.01% 1180
2021
Q3 		$661K Sell
12,822
-60
-0.5% -$2.85K 0.02% 780
2021
Q2 		$598K Buy
12,882
+10
+0.1% +$467 0.01% 830
2021
Q1 		$605K Buy
12,872
+490
+4% +$22.1K 0.02% 804
2020
Q4 		$465K Buy
+12,382
New +$391K 0.01% 879
2018
Q4 		– Sell
-15,176
Closed -$522K – 1400
2018
Q3 		$522K Buy
15,176
+60
+0.4% +$2.31K 0.01% 924
2018
Q2 		$618K Buy
15,116
+260
+2% +$10.8K 0.02% 814
2018
Q1 		$602K Sell
14,856
-1,954
-12% -$71.2K 0.02% 814
2017
Q4 		$503K Sell
16,810
-1,246
-7% -$33.9K 0.01% 994
2017
Q3 		$514K Buy
+18,056
New +$472K 0.01% 940
2016
Q3 		$514K Buy
+18,056
New +$351K 0.01% 940

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

Crossmark Global Holdings's AX Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Axos Financial (AX) stake by 4.4% in Q2 2026, selling an estimated $15K and leaving 3,565 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Crossmark Global Holdings first reported a position in AX in Q3 2016 and has held it in 24 quarters since. The position peaked at $661K in Q3 2021. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Crossmark Global Holdings held 3,565 shares of Axos Financial worth $347K as of Q2 2026.
  • Crossmark Global Holdings sold 166 Axos Financial shares in Q2 2026, an estimated $15K.
  • Axos Financial made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1010 holding.
  • Crossmark Global Holdings first reported a position in Axos Financial in Q3 2016 and has held it in 24 quarters since.
  • Crossmark Global Holdings's Axos Financial position peaked at $661K in Q3 2021.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.