Financial Consulate’s Axos Financial AX Stock Holding History

Financial Consulate’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	$433	Buy	+5	New	+$482	﹤0.01%	1500

Other funds holding AX

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Financial Consulate's AX Position: Q3 2026 in Review

Financial Consulate opened a new position in Axos Financial (AX) in Q3 2026: 5 shares worth $433. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings.

58 funds tracked by Wall St. Rank hold AX as of Q3 2026.

Financial Consulate held 5 shares of Axos Financial worth $433 as of Q3 2026.
Axos Financial was a new Financial Consulate position in Q3 2026.
Axos Financial made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1500 holding.
58 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.