FFA
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Farther Finance Advisors’s Axos Financial AX Stock Holding History

Farther Finance 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
Q3 		$59K Sell
682
-154
-18% -$14.9K ﹤0.01% 3267
2026
Q2 		$81.4K Buy
836
+203
+32% +$18.3K ﹤0.01% 2871
2026
Q1 		$54.4K Buy
633
+531
+521% +$48.4K ﹤0.01% 2943
2025
Q4 		$8.79K Sell
102
-242
-70% -$19.9K ﹤0.01% 4002
2025
Q3 		$29.1K Sell
344
-89
-21% -$7.76K ﹤0.01% 2789
2025
Q2 		$32.9K Sell
433
-44
-9% -$2.97K ﹤0.01% 2358
2025
Q1 		$30.7K Sell
477
-150
-24% -$10.2K ﹤0.01% 2151
2024
Q4 		$43.8K Sell
627
-21
-3% -$1.53K ﹤0.01% 1732
2024
Q3 		$40.7K Buy
648
+582
+882% +$38.3K ﹤0.01% 1759
2024
Q2 		$3.79K Buy
66
+25
+61% +$1.36K ﹤0.01% 2521
2024
Q1 		$2.15K Sell
41
-5
-11% -$263 ﹤0.01% 2464
2023
Q4 		$2.51K Buy
+46
New +$1.92K ﹤0.01% 2337

Other funds holding AX

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's AX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Axos Financial (AX) stake by 18% in Q3 2026, selling an estimated $14.9K and leaving 682 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

Farther Finance Advisors first reported a position in AX in Q4 2023 and has held it in 12 quarters since. The position peaked at $81.4K in Q2 2026. 9 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • Farther Finance Advisors held 682 shares of Axos Financial worth $59K as of Q3 2026.
  • Farther Finance Advisors sold 154 Axos Financial shares in Q3 2026, an estimated $14.9K.
  • Axos Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3267 holding.
  • Farther Finance Advisors first reported a position in Axos Financial in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Axos Financial position peaked at $81.4K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.