HighTower Advisors
AX icon

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
2024
Q4 		– Sell
-3,800
Closed -$42.9K – 3822
2024
Q3 		$42.9K Buy
+3,800
New +$250K ﹤0.01% 3427

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HighTower Advisors's AX Position: Q1 2026 in Review

HighTower Advisors increased its Axos Financial (AX) stake by 31% in Q1 2026, buying an estimated $127K and bringing the position to 5,889 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

HighTower Advisors first reported a position in AX in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.51M in Q4 2020. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • HighTower Advisors held 5,889 shares of Axos Financial worth $501K as of Q1 2026.
  • HighTower Advisors bought 1,397 Axos Financial shares in Q1 2026, an estimated $127K.
  • Axos Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2712 holding.
  • HighTower Advisors first reported a position in Axos Financial in Q4 2020 and has held it in 12 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 Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.