EF
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Empowered Funds’s Axos Financial AX Stock Holding History

Empowered Funds’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 		$24.5M Buy
251,087
+34,721
+16% +$3.13M 0.13% 159
2026
Q1 		$18.4M Buy
216,366
+92,487
+75% +$8.43M 0.12% 181
2025
Q4 		$10.7M Buy
123,879
+26,000
+27% +$2.14M 0.18% 122
2025
Q3 		$8.29M Buy
97,879
+23,026
+31% +$2.01M 0.08% 298
2025
Q2 		$5.69M Buy
74,853
+58,949
+371% +$3.98M 0.06% 402
2025
Q1 		$1.03M Sell
15,904
-402
-2% -$27.3K 0.01% 983
2024
Q4 		$1.14M Buy
16,306
+3,588
+28% +$262K 0.02% 935
2024
Q3 		$800K Buy
+12,718
New +$836K 0.01% 963
2018
Q3 		– Sell
-38,409
Closed -$1.57M – 94
2018
Q2 		$1.57M Buy
+38,409
New +$1.6M 0.49% 61

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

Empowered Funds's AX Position: Q2 2026 in Review

Empowered Funds increased its Axos Financial (AX) stake by 16% in Q2 2026, buying an estimated $3.13M and bringing the position to 251,087 shares worth $24.5M. The position accounts for 0.13% of the portfolio, ranked #159.

Empowered Funds first reported a position in AX in Q2 2018 and has held it in 9 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Empowered Funds held 251,087 shares of Axos Financial worth $24.5M as of Q2 2026.
  • Empowered Funds bought 34,721 Axos Financial shares in Q2 2026, an estimated $3.13M.
  • Axos Financial made up 0.13% of Empowered Funds's portfolio in Q2 2026, its #159 holding.
  • Empowered Funds first reported a position in Axos Financial in Q2 2018 and has held it in 9 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.