Curio Wealth’s Axos Financial AX Stock Holding History

Curio 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 Q2	–	Sell	-2	Closed	-$170	–	171
2026 Q1	$170	Buy	+2	New	+$182	﹤0.01%	829

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 $3.38T AUM 44.17% 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

Curio Wealth's AX Position: Q2 2026 in Review

Curio Wealth sold out of Axos Financial (AX) in Q2 2026, closing a stake of 2 shares — an estimated $170 sold.

Curio Wealth first reported a position in AX in Q1 2026 and held it in 1 quarter. The position peaked at $170 in Q1 2026. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Curio Wealth reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Axos Financial shares in Q2 2026, an estimated $170.
Curio Wealth first reported a position in Axos Financial in Q1 2026 and held it in 1 quarter.
Curio Wealth's Axos Financial position peaked at $170 in Q1 2026.
387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

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