HWA
AX icon

HHM Wealth Advisors’s Axos Financial AX Stock Holding History

HHM Wealth 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 		$5.36K Hold
55
– – ﹤0.01% 716
2026
Q1 		$4.68K Buy
+55
New +$5.01K ﹤0.01% 728

Other funds holding AX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

HHM Wealth Advisors's AX Position: Q2 2026 in Review

HHM Wealth Advisors held its Axos Financial (AX) position steady in Q2 2026 at 55 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

HHM Wealth Advisors first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • HHM Wealth Advisors held 55 shares of Axos Financial worth $5.36K as of Q2 2026.
  • HHM Wealth Advisors left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #716 holding.
  • HHM Wealth Advisors first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.