DiNuzzo Private Wealth’s Axos Financial AX Stock Holding History

DiNuzzo Private 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	$1.27K	Hold	13	–	–	﹤0.01%	818
2026 Q1	$1.11K	Hold	13	–	–	﹤0.01%	843
2025 Q4	$1.12K	Hold	13	–	–	﹤0.01%	843
2025 Q3	$1.19K	Hold	13	–	–	﹤0.01%	815
2025 Q2	$989	Hold	13	–	–	﹤0.01%	860
2025 Q1	$839	Hold	13	–	–	﹤0.01%	882
2024 Q4	$909	Hold	13	–	–	﹤0.01%	885
2024 Q3	$818	Hold	13	–	–	﹤0.01%	937
2024 Q2	$743	Buy	13 +2	+18%	+$109	﹤0.01%	908
2024 Q1	$595	Hold	11	–	–	﹤0.01%	921
2023 Q4	$601	Buy	+11	New	+$459	﹤0.01%	911

Other funds holding AX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

DiNuzzo Private Wealth's AX Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Axos Financial (AX) position steady in Q2 2026 at 13 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

DiNuzzo Private Wealth first reported a position in AX in Q4 2023 and has held it in 11 quarters since. 85 funds tracked by Wall St. Rank hold AX as of Q2 2026.

DiNuzzo Private Wealth held 13 shares of Axos Financial worth $1.27K as of Q2 2026.
DiNuzzo Private Wealth left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #818 holding.
DiNuzzo Private Wealth first reported a position in Axos Financial in Q4 2023 and has held it in 11 quarters since.
85 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.