EP
AX icon

Essential Partners’s Axos Financial AX Stock Holding History

Essential 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
Q3 		$15K Hold
173
– – 0.01% 1018
2026
Q2 		$16.8K Sell
173
-802
-82% -$72.3K 0.01% 972
2026
Q1 		$83K Hold
975
– – 0.03% 469
2025
Q4 		$84K Sell
975
-12
-1% -$988 0.03% 490
2025
Q3 		$83.6K Buy
987
+20
+2% +$1.74K 0.03% 470
2025
Q2 		$73.5K Buy
+967
New +$65.4K 0.03% 396

Other funds holding AX

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Essential Partners's AX Position: Q3 2026 in Review

Essential Partners held its Axos Financial (AX) position steady in Q3 2026 at 173 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #1018.

Essential Partners first reported a position in AX in Q2 2025 and has held it in 6 quarters since. The position peaked at $84K in Q4 2025. 28 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • Essential Partners held 173 shares of Axos Financial worth $15K as of Q3 2026.
  • Essential Partners left its Axos Financial share count unchanged in Q3 2026.
  • Axos Financial made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1018 holding.
  • Essential Partners first reported a position in Axos Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Axos Financial position peaked at $84K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.