GWM
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Gilpin Wealth Management’s Axos Financial AX Stock Holding History

Gilpin Wealth 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
Q2 		$974 Buy
10
+6
+150% +$541 ﹤0.01% 512
2026
Q1 		$341 Buy
4
+1
+33% +$91 ﹤0.01% 732
2025
Q4 		$259 Buy
+3
New +$247 ﹤0.01% 581

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

Gilpin Wealth Management's AX Position: Q2 2026 in Review

Gilpin Wealth Management increased its Axos Financial (AX) stake by 150% in Q2 2026, buying an estimated $541 and bringing the position to 10 shares worth $974. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Gilpin Wealth Management first reported a position in AX in Q4 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Gilpin Wealth Management held 10 shares of Axos Financial worth $974 as of Q2 2026.
  • Gilpin Wealth Management bought 6 Axos Financial shares in Q2 2026, an estimated $541.
  • Axos Financial made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #512 holding.
  • Gilpin Wealth Management first reported a position in Axos Financial in Q4 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.