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Hantz Financial Services’s Axos Financial AX Stock Holding History

Hantz Financial Services’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 		$73K Sell
749
-177
-19% -$16K ﹤0.01% 1507
2026
Q1 		$79K Buy
926
+421
+83% +$38.4K ﹤0.01% 1376
2025
Q4 		$44K Buy
505
+422
+508% +$34.8K ﹤0.01% 1483
2025
Q3 		$7K Buy
83
+36
+77% +$3.14K ﹤0.01% 1921
2025
Q2 		$4K Buy
+47
New +$3.18K ﹤0.01% 1786

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

Hantz Financial Services's AX Position: Q2 2026 in Review

Hantz Financial Services reduced its Axos Financial (AX) stake by 19% in Q2 2026, selling an estimated $16K and leaving 749 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Hantz Financial Services first reported a position in AX in Q2 2025 and has held it in 5 quarters since. The position peaked at $79K in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Hantz Financial Services held 749 shares of Axos Financial worth $73K as of Q2 2026.
  • Hantz Financial Services sold 177 Axos Financial shares in Q2 2026, an estimated $16K.
  • Axos Financial made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1507 holding.
  • Hantz Financial Services first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • Hantz Financial Services's Axos Financial position peaked at $79K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.