HighTower Advisors
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HighTower Advisors’s Axos Financial AX Stock Holding History

HighTower 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 		$486K Sell
4,994
-895
-15% -$80.7K ﹤0.01% 2773
2026
Q1 		$501K Buy
5,889
+1,397
+31% +$127K ﹤0.01% 2712
2025
Q4 		$387K Sell
4,492
-95
-2% -$7.82K ﹤0.01% 2831
2025
Q3 		$388K Sell
4,587
-1,940
-30% -$169K ﹤0.01% 2821
2025
Q2 		$496K Sell
6,527
-251
-4% -$17K ﹤0.01% 2533
2025
Q1 		$437K Sell
6,778
-6,570
-49% -$446K ﹤0.01% 2576
2024
Q4 		$932K Buy
13,348
+5,380
+68% +$393K ﹤0.01% 2013
2024
Q3 		$501K Sell
7,968
-106
-1% -$6.97K ﹤0.01% 2395
2024
Q2 		$458K Sell
8,074
-43
-0.5% -$2.34K ﹤0.01% 2393
2024
Q1 		$442K Buy
8,117
+3,967
+96% +$209K ﹤0.01% 2354
2023
Q4 		$229K Buy
+4,150
New +$173K ﹤0.01% 2923
2021
Q2 		– Sell
-31,428
Closed -$1.48M – 3162
2021
Q1 		$1.48M Sell
31,428
-8,904
-22% -$401K ﹤0.01% 1327
2020
Q4 		$1.51M Buy
+40,332
New +$1.28M 0.01% 1029

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

HighTower Advisors's AX Position: Q2 2026 in Review

HighTower Advisors reduced its Axos Financial (AX) stake by 15% in Q2 2026, selling an estimated $80.7K and leaving 4,994 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

HighTower Advisors first reported a position in AX in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.51M in Q4 2020. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • HighTower Advisors held 4,994 shares of Axos Financial worth $486K as of Q2 2026.
  • HighTower Advisors sold 895 Axos Financial shares in Q2 2026, an estimated $80.7K.
  • Axos Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2773 holding.
  • HighTower Advisors first reported a position in Axos Financial in Q4 2020 and has held it in 13 quarters since.
  • HighTower Advisors's Axos Financial position peaked at $1.51M in Q4 2020.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.