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Edgestream Partners’s Axos Financial AX Stock Holding History

Edgestream Partners’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 		$4.57M Buy
46,953
+34,118
+266% +$3.07M 0.14% 272
2026
Q1 		$1.09M Sell
12,835
-138,295
-92% -$12.6M 0.04% 613
2025
Q4 		$13M Buy
151,130
+3,988
+3% +$328K 0.37% 27
2025
Q3 		$12.5M Sell
147,142
-18,141
-11% -$1.58M 0.36% 29
2025
Q2 		$12.6M Buy
165,283
+110,136
+200% +$7.44M 0.35% 30
2025
Q1 		$3.56M Buy
55,147
+5,682
+11% +$385K 0.12% 330
2024
Q4 		$3.46M Sell
49,465
-55,130
-53% -$4.02M 0.15% 271
2024
Q3 		$6.58M Buy
104,595
+50,893
+95% +$3.35M 0.29% 75
2024
Q2 		$3.07M Sell
53,702
-17,213
-24% -$936K 0.15% 229
2024
Q1 		$3.83M Buy
70,915
+32,098
+83% +$1.69M 0.19% 176
2023
Q4 		$2.12M Sell
38,817
-13,192
-25% -$551K 0.15% 227
2023
Q3 		$1.97M Buy
52,009
+5,596
+12% +$237K 0.16% 197
2023
Q2 		$1.83M Buy
+46,413
New +$1.8M 0.17% 206

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

Edgestream Partners's AX Position: Q2 2026 in Review

Edgestream Partners increased its Axos Financial (AX) stake by 266% in Q2 2026, buying an estimated $3.07M and bringing the position to 46,953 shares worth $4.57M. The position accounts for 0.14% of the portfolio, ranked #272.

Edgestream Partners first reported a position in AX in Q2 2023 and has held it in 13 quarters since. The position peaked at $13M in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Edgestream Partners held 46,953 shares of Axos Financial worth $4.57M as of Q2 2026.
  • Edgestream Partners bought 34,118 Axos Financial shares in Q2 2026, an estimated $3.07M.
  • Axos Financial made up 0.14% of Edgestream Partners's portfolio in Q2 2026, its #272 holding.
  • Edgestream Partners first reported a position in Axos Financial in Q2 2023 and has held it in 13 quarters since.
  • Edgestream Partners's Axos Financial position peaked at $13M in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.