Equitable Trust’s Axos Financial AX Stock Holding History

Equitable Trust’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	–	Sell	-6,528	Closed	-$555K	–	460
2026 Q1	$555K	Buy	6,528 +1,937	+42%	+$177K	0.03%	305
2025 Q4	$396K	Buy	+4,591	New	+$378K	0.02%	357

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Equitable Trust's AX Position: Q2 2026 in Review

Equitable Trust sold out of Axos Financial (AX) in Q2 2026, closing a stake of 6,528 shares — an estimated $555K sold.

Equitable Trust first reported a position in AX in Q4 2025 and held it in 2 quarters. The position peaked at $555K in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Equitable Trust reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
Equitable Trust sold 6,528 Axos Financial shares in Q2 2026, an estimated $555K.
Equitable Trust first reported a position in Axos Financial in Q4 2025 and held it in 2 quarters.
Equitable Trust's Axos Financial position peaked at $555K in Q1 2026.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.