EPW
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Evolve Private Wealth’s Axos Financial AX Stock Holding History

Evolve Private Wealth’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 		$1.4M Buy
14,380
+710
+5% +$64K 0.09% 210
2026
Q1 		$1.16M Buy
13,670
+764
+6% +$69.6K 0.06% 296
2025
Q4 		$1.11M Buy
+12,906
New +$1.06M 0.07% 263

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

Evolve Private Wealth's AX Position: Q2 2026 in Review

Evolve Private Wealth increased its Axos Financial (AX) stake by 5.2% in Q2 2026, buying an estimated $64K and bringing the position to 14,380 shares worth $1.4M. The position accounts for 0.09% of the portfolio, ranked #210.

Evolve Private Wealth first reported a position in AX in Q4 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Evolve Private Wealth held 14,380 shares of Axos Financial worth $1.4M as of Q2 2026.
  • Evolve Private Wealth bought 710 Axos Financial shares in Q2 2026, an estimated $64K.
  • Axos Financial made up 0.09% of Evolve Private Wealth's portfolio in Q2 2026, its #210 holding.
  • Evolve Private Wealth first reported a position in Axos Financial in Q4 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.