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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Farther Finance Advisors's AX Position: Q2 2026 in Review

Farther Finance Advisors increased its Axos Financial (AX) stake by 32% in Q2 2026, buying an estimated $18.3K and bringing the position to 836 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Farther Finance Advisors first reported a position in AX in Q4 2023 and has held it in 11 quarters since. 42 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Farther Finance Advisors held 836 shares of Axos Financial worth $81.4K as of Q2 2026.
  • Farther Finance Advisors bought 203 Axos Financial shares in Q2 2026, an estimated $18.3K.
  • Axos Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2871 holding.
  • Farther Finance Advisors first reported a position in Axos Financial in Q4 2023 and has held it in 11 quarters since.
  • 42 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.