HIA
AX icon

HFM Investment Advisors’s Axos Financial AX Stock Holding History

HFM Investment Advisors’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
+5
+100% +$451 ﹤0.01% 746
2026
Q1 		$425 Hold
5
– – ﹤0.01% 735
2025
Q4 		$431 Hold
5
– – ﹤0.01% 762
2025
Q3 		$423 Buy
5
+1
+25% +$87 ﹤0.01% 737
2025
Q2 		$304 Buy
4
+2
+100% +$135 ﹤0.01% 844
2025
Q1 		$130 Buy
+2
New +$136 ﹤0.01% 779

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

HFM Investment Advisors's AX Position: Q2 2026 in Review

HFM Investment Advisors increased its Axos Financial (AX) stake by 100% in Q2 2026, buying an estimated $451 and bringing the position to 10 shares worth $974. The position accounts for ﹤0.01% of the portfolio, ranked #746.

HFM Investment Advisors first reported a position in AX in Q1 2025 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • HFM Investment Advisors held 10 shares of Axos Financial worth $974 as of Q2 2026.
  • HFM Investment Advisors bought 5 Axos Financial shares in Q2 2026, an estimated $451.
  • Axos Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #746 holding.
  • HFM Investment Advisors first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.