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Drive Wealth Management’s Axos Financial AX Stock Holding History

Drive 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 		$243K Sell
2,495
-11
-0.4% -$991 0.04% 362
2026
Q1 		$213K Sell
2,506
-2
-0.1% -$182 0.05% 339
2025
Q4 		$216K Sell
2,508
-6
-0.2% -$494 0.04% 346
2025
Q3 		$213K Buy
+2,514
New +$219K 0.05% 323

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

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

Drive Wealth Management reduced its Axos Financial (AX) stake by 0.44% in Q2 2026, selling an estimated $991 and leaving 2,495 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #362.

Drive Wealth Management first reported a position in AX in Q3 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Drive Wealth Management held 2,495 shares of Axos Financial worth $243K as of Q2 2026.
  • Drive Wealth Management sold 11 Axos Financial shares in Q2 2026, an estimated $991.
  • Axos Financial made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Drive Wealth Management first reported a position in Axos Financial in Q3 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.