GWM
AX icon

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
Q3 		$780 Sell
9
-1
-10% -$96 ﹤0.01% 730
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's AX Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Axos Financial (AX) stake by 10% in Q3 2026, selling an estimated $96 and leaving 9 shares worth $780. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Gilpin Wealth Management first reported a position in AX in Q4 2025 and has held it in 4 quarters since. The position peaked at $974 in Q2 2026. 9 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of Axos Financial worth $780 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Axos Financial share in Q3 2026, an estimated $96.
  • Axos Financial made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #730 holding.
  • Gilpin Wealth Management first reported a position in Axos Financial in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Axos Financial position peaked at $974 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.