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Forum Financial Management’s Axos Financial AX Stock Holding History

Forum Financial Management’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
-2,461
Closed -$212K – 394
2025
Q4 		$212K Hold
2,461
– – ﹤0.01% 938
2025
Q3 		$208K Buy
+2,461
New +$214K ﹤0.01% 948

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forum Financial Management's AX Position: Q1 2026 in Review

Forum Financial Management sold out of Axos Financial (AX) in Q1 2026, closing a stake of 2,461 shares — an estimated $212K sold.

Forum Financial Management first reported a position in AX in Q3 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 386 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Forum Financial Management reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,461 Axos Financial shares in Q1 2026, an estimated $212K.
  • Forum Financial Management first reported a position in Axos Financial in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Axos Financial position peaked at $212K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.