EverSource Wealth Advisors’s Axos Financial AX Stock Holding History

EverSource Wealth Advisors’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	$28.6K	Sell	294 -473	-62%	-$42.6K	﹤0.01%	2179
2026 Q1	$65.3K	Buy	767 +230	+43%	+$21K	﹤0.01%	1700
2025 Q4	$46.3K	Buy	537 +60	+13%	+$4.94K	﹤0.01%	1792
2025 Q3	$40.4K	Buy	477 +31	+7%	+$2.7K	﹤0.01%	1853
2025 Q2	$33.9K	Buy	446 +333	+295%	+$22.5K	﹤0.01%	1888
2025 Q1	$7.29K	Buy	113 +81	+253%	+$5.49K	﹤0.01%	2297
2024 Q4	$2.23K	Sell	32 -32	-50%	-$2.34K	﹤0.01%	2672
2024 Q3	$4.02K	Buy	64 +22	+52%	+$1.45K	﹤0.01%	2313
2024 Q2	$3.07K	Buy	+42	New	+$2.28K	﹤0.01%	2402

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

EverSource Wealth Advisors's AX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Axos Financial (AX) stake by 62% in Q2 2026, selling an estimated $42.6K and leaving 294 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

EverSource Wealth Advisors first reported a position in AX in Q2 2024 and has held it in 9 quarters since. The position peaked at $65.3K in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

EverSource Wealth Advisors held 294 shares of Axos Financial worth $28.6K as of Q2 2026.
EverSource Wealth Advisors sold 473 Axos Financial shares in Q2 2026, an estimated $42.6K.
Axos Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2179 holding.
EverSource Wealth Advisors first reported a position in Axos Financial in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Axos Financial position peaked at $65.3K in Q1 2026.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.