Fortitude Family Office’s Axos Financial AX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.3K Buy
106
+48
+83% +$4.33K ﹤0.01% 757
2026
Q1
$4.93K Buy
58
+25
+76% +$2.28K ﹤0.01% 921
2025
Q4
$2.84K Buy
33
+4
+14% +$329 ﹤0.01% 1032
2025
Q3
$2.46K Hold
29
﹤0.01% 1120
2025
Q2
$2.21K Buy
+29
New +$1.96K ﹤0.01% 1151

Other funds holding AX

Fortitude Family Office's AX Position: Q2 2026 in Review

Fortitude Family Office increased its Axos Financial (AX) stake by 83% in Q2 2026, buying an estimated $4.33K and bringing the position to 106 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Fortitude Family Office first reported a position in AX in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Fortitude Family Office held 106 shares of Axos Financial worth $10.3K as of Q2 2026.
  • Fortitude Family Office bought 48 Axos Financial shares in Q2 2026, an estimated $4.33K.
  • Axos Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #757 holding.
  • Fortitude Family Office first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.