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Global Retirement Partners’s Axos Financial AX Stock Holding History

Global Retirement 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 		$183K Buy
+1,876
New +$169K ﹤0.01% 1636
2025
Q4 		$132K Buy
1,529
+1,284
+524% +$106K ﹤0.01% 1733
2025
Q3 		$20.7K Hold
245
– – ﹤0.01% 2379
2025
Q2 		$18.6K Buy
+245
New +$16.6K ﹤0.01% 2329
2024
Q4 		$17.1K Hold
245
– – ﹤0.01% 2173
2024
Q3 		$15.4K Buy
245
+5
+2% +$329 ﹤0.01% 2119
2024
Q2 		$13.7K Sell
240
-25
-9% -$1.36K ﹤0.01% 2171
2024
Q1 		$14.3K Hold
265
– – ﹤0.01% 1957
2023
Q4 		$13.7K Hold
265
– – ﹤0.01% 1932
2023
Q3 		$9.74K Hold
265
– – ﹤0.01% 1967
2023
Q2 		$10.5K Hold
265
– – ﹤0.01% 1945
2023
Q1 		$10.1K Sell
265
-8
-3% -$345 ﹤0.01% 1922
2022
Q4 		$10.4K Hold
273
– – ﹤0.01% 1765
2022
Q3 		$11K Buy
273
+6
+2% +$243 ﹤0.01% 1638
2022
Q2 		$10K Buy
267
+8
+3% +$307 ﹤0.01% 1611
2022
Q1 		$9K Buy
+259
New +$13.7K ﹤0.01% 1648
2021
Q2 		– Sell
-130
Closed -$6K – 1865
2021
Q1 		$6K Hold
130
– – ﹤0.01% 1413
2020
Q4 		$5K Buy
+130
New +$4.11K ﹤0.01% 1430

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

Global Retirement Partners's AX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Axos Financial (AX) in Q2 2026: 1,876 shares worth $183K. The stake represents ﹤0.01% of the portfolio and ranks #1636 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AX as recently as Q4 2025.

Global Retirement Partners first reported a position in AX in Q4 2020 and has held it in 18 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Global Retirement Partners held 1,876 shares of Axos Financial worth $183K as of Q2 2026.
  • Axos Financial was a new Global Retirement Partners position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1636 holding.
  • Global Retirement Partners first reported a position in Axos Financial in Q4 2020 and has held it in 18 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.