Destination Wealth Management’s Axos Financial AX Stock Holding History

Destination Wealth 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	$2.38M	Hold	24,400	–	–	0.06%	128
2026 Q1	$2.08M	Hold	24,400	–	–	0.05%	131
2025 Q4	$2.1M	Buy	+24,400	New	+$2.01M	0.06%	127
2018 Q4	–	Sell	-14	Closed	–	–	520
2018 Q3	$0	Buy	+14	New	+$538	﹤0.01%	690

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

Destination Wealth Management's AX Position: Q2 2026 in Review

Destination Wealth Management held its Axos Financial (AX) position steady in Q2 2026 at 24,400 shares worth $2.38M. The position accounts for 0.06% of the portfolio, ranked #128.

Destination Wealth Management first reported a position in AX in Q3 2018 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Destination Wealth Management held 24,400 shares of Axos Financial worth $2.38M as of Q2 2026.
Destination Wealth Management left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up 0.06% of Destination Wealth Management's portfolio in Q2 2026, its #128 holding.
Destination Wealth Management first reported a position in Axos Financial in Q3 2018 and has held it in 4 quarters since.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

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