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Fifth Third Wealth Advisors’s Axos Financial AX Stock Holding History

Fifth Third 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
Q1 		– Sell
-2,392
Closed -$206K – 815
2025
Q4 		$206K Buy
2,392
+4
+0.2% +$329 0.01% 750
2025
Q3 		$202K Buy
+2,388
New +$208K 0.01% 743

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fifth Third Wealth Advisors's AX Position: Q1 2026 in Review

Fifth Third Wealth Advisors sold out of Axos Financial (AX) in Q1 2026, closing a stake of 2,392 shares — an estimated $206K sold.

Fifth Third Wealth Advisors first reported a position in AX in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Fifth Third Wealth Advisors reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 2,392 Axos Financial shares in Q1 2026, an estimated $206K.
  • Fifth Third Wealth Advisors first reported a position in Axos Financial in Q3 2025 and held it in 2 quarters.
  • Fifth Third Wealth Advisors's Axos Financial position peaked at $206K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.