HI
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Harbour Investments’s Axos Financial AX Stock Holding History

Harbour Investments’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 		$9.93K Hold
102
– – ﹤0.01% 3369
2026
Q1 		$8.68K Buy
102
+100
+5,000% +$9.11K ﹤0.01% 3338
2025
Q4 		$172 Buy
+2
New +$165 ﹤0.01% 3694
2025
Q1 		– Sell
-8
Closed -$559 – 3563
2024
Q4 		$559 Buy
+8
New +$584 ﹤0.01% 3263
2021
Q4 		– Sell
-718
Closed -$37K – 2690
2021
Q3 		$37K Buy
718
+98
+16% +$4.65K ﹤0.01% 1950
2021
Q2 		$29K Sell
620
-28
-4% -$1.31K ﹤0.01% 2113
2021
Q1 		$30K Buy
+648
New +$29.2K ﹤0.01% 1960

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

Harbour Investments's AX Position: Q2 2026 in Review

Harbour Investments held its Axos Financial (AX) position steady in Q2 2026 at 102 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

Harbour Investments first reported a position in AX in Q1 2021 and has held it in 7 quarters since. The position peaked at $37K in Q3 2021. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Harbour Investments held 102 shares of Axos Financial worth $9.93K as of Q2 2026.
  • Harbour Investments left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3369 holding.
  • Harbour Investments first reported a position in Axos Financial in Q1 2021 and has held it in 7 quarters since.
  • Harbour Investments's Axos Financial position peaked at $37K in Q3 2021.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.