Farmers & Merchants Investments Inc’s Axos Financial AX Stock Holding History

Farmers & Merchants Investments Inc’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	$81.9K	Hold	841	–	–	﹤0.01%	397
2026 Q1	$71.6K	Buy	841 +807	+2,374%	+$73.5K	﹤0.01%	403
2025 Q4	$2.93K	Hold	34	–	–	﹤0.01%	1119
2025 Q3	$2.88K	Sell	34 -1	-3%	-$87	﹤0.01%	1140
2025 Q2	$2.66K	Hold	35	–	–	﹤0.01%	1138
2025 Q1	$2.26K	Sell	35 -2	-5%	-$136	﹤0.01%	1183
2024 Q4	$2.58K	Hold	37	–	–	﹤0.01%	1047
2024 Q3	$2.33K	Hold	37	–	–	﹤0.01%	1107
2024 Q2	$2.12K	Hold	37	–	–	﹤0.01%	1114
2024 Q1	$2K	Hold	37	–	–	﹤0.01%	1105
2023 Q4	$2.02K	Sell	37 -2	-5%	-$83	﹤0.01%	1098
2023 Q3	$1.48K	Hold	39	–	–	﹤0.01%	1191
2023 Q2	$1.54K	Hold	39	–	–	﹤0.01%	1203
2023 Q1	$1.44K	Hold	39	–	–	﹤0.01%	1221
2022 Q4	$1.49K	Buy	39 +4	+11%	+$152	﹤0.01%	1207
2022 Q3	$1K	Buy	+35	New	+$1.42K	﹤0.01%	1164

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

Farmers & Merchants Investments Inc's AX Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Axos Financial (AX) position steady in Q2 2026 at 841 shares worth $81.9K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Farmers & Merchants Investments Inc first reported a position in AX in Q3 2022 and has held it in 16 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Farmers & Merchants Investments Inc held 841 shares of Axos Financial worth $81.9K as of Q2 2026.
Farmers & Merchants Investments Inc left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #397 holding.
Farmers & Merchants Investments Inc first reported a position in Axos Financial in Q3 2022 and has held it in 16 quarters since.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.