Focus Partners Wealth
AX icon

Focus Partners Wealth’s Axos Financial AX Stock Holding History

Focus Partners Wealth’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 		$4.06M Sell
41,730
-564
-1% -$50.8K ﹤0.01% 1051
2026
Q1 		$3.6M Sell
42,294
-2,772
-6% -$253K ﹤0.01% 1060
2025
Q4 		$3.82M Buy
45,066
+1,149
+3% +$94.6K ﹤0.01% 1050
2025
Q3 		$3.72M Buy
43,917
+2,036
+5% +$177K 0.01% 841
2025
Q2 		$3.18M Buy
41,881
+716
+2% +$48.4K 0.01% 793
2025
Q1 		$2.66M Buy
41,165
+430
+1% +$29.2K 0.01% 779
2024
Q4 		$2.85M Sell
40,735
-564
-1% -$41.2K 0.01% 759
2024
Q3 		$2.6M Buy
+41,299
New +$2.71M 0.01% 718

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Focus Partners Wealth's AX Position: Q2 2026 in Review

Focus Partners Wealth reduced its Axos Financial (AX) stake by 1.3% in Q2 2026, selling an estimated $50.8K and leaving 41,730 shares worth $4.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Focus Partners Wealth first reported a position in AX in Q3 2024 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Focus Partners Wealth held 41,730 shares of Axos Financial worth $4.06M as of Q2 2026.
  • Focus Partners Wealth sold 564 Axos Financial shares in Q2 2026, an estimated $50.8K.
  • Axos Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1051 holding.
  • Focus Partners Wealth first reported a position in Axos Financial in Q3 2024 and has held it in 8 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.