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Freestone Grove Partners’s Axos Financial AX Stock Holding History

Freestone Grove Partners’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 		$449K Buy
4,612
+4,578
+13,465% +$413K ﹤0.01% 694
2026
Q1 		$2.89K Buy
+34
New +$3.1K ﹤0.01% 877

Other funds holding AX

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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

Freestone Grove Partners's AX Position: Q2 2026 in Review

Freestone Grove Partners increased its Axos Financial (AX) stake by 13,465% in Q2 2026, buying an estimated $413K and bringing the position to 4,612 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Freestone Grove Partners first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Freestone Grove Partners held 4,612 shares of Axos Financial worth $449K as of Q2 2026.
  • Freestone Grove Partners bought 4,578 Axos Financial shares in Q2 2026, an estimated $413K.
  • Axos Financial made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #694 holding.
  • Freestone Grove Partners first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.