EP
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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
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 		$83.5K 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

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

Essential Partners's AX Position: Q2 2026 in Review

Essential Partners reduced its Axos Financial (AX) stake by 82% in Q2 2026, selling an estimated $72.3K and leaving 173 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #972.

Essential Partners first reported a position in AX in Q2 2025 and has held it in 5 quarters since. The position peaked at $84K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Essential Partners held 173 shares of Axos Financial worth $16.8K as of Q2 2026.
  • Essential Partners sold 802 Axos Financial shares in Q2 2026, an estimated $72.3K.
  • Axos Financial made up 0.01% of Essential Partners's portfolio in Q2 2026, its #972 holding.
  • Essential Partners first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Axos Financial position peaked at $84K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.