Empirical Wealth Management’s Axos Financial AX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$508K Buy
5,213
+975
+23% +$87.9K 0.01% 673
2026
Q1
$361K Buy
4,238
+478
+13% +$43.6K 0.01% 716
2025
Q4
$324K Buy
3,760
+543
+17% +$44.7K 0.01% 672
2025
Q3
$272K Buy
3,217
+485
+18% +$42.3K 0.01% 646
2025
Q2
$208K Buy
+2,732
New +$185K ﹤0.01% 643

Other funds holding AX

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

Empirical Wealth Management increased its Axos Financial (AX) stake by 23% in Q2 2026, buying an estimated $87.9K and bringing the position to 5,213 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #673.

Empirical Wealth Management first reported a position in AX in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Empirical Wealth Management held 5,213 shares of Axos Financial worth $508K as of Q2 2026.
  • Empirical Wealth Management bought 975 Axos Financial shares in Q2 2026, an estimated $87.9K.
  • Axos Financial made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #673 holding.
  • Empirical Wealth Management first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.