CFO
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CVA Family Office’s Axos Financial AX Stock Holding History

CVA Family Office’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 		$8.96K Buy
92
+50
+119% +$4.51K ﹤0.01% 1050
2026
Q1 		$3.57K Buy
+42
New +$3.83K ﹤0.01% 1352

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 $3.38T AUM 44.17% 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

CVA Family Office's AX Position: Q2 2026 in Review

CVA Family Office increased its Axos Financial (AX) stake by 119% in Q2 2026, buying an estimated $4.51K and bringing the position to 92 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

CVA Family Office first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • CVA Family Office held 92 shares of Axos Financial worth $8.96K as of Q2 2026.
  • CVA Family Office bought 50 Axos Financial shares in Q2 2026, an estimated $4.51K.
  • Axos Financial made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1050 holding.
  • CVA Family Office first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • 387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.