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Independent Financial Group’s AXT Inc AXTI Stock Holding History

Independent Financial Group’s Portfolio AXTI Stock Details AXTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$210K Buy
+2,710
New +$175K ﹤0.01% 1487
2026
Q2 		– Sell
-8,000
Closed -$456K – 1557
2026
Q1 		$456K Buy
+8,000
New +$265K 0.01% 971

Other funds holding AXTI

AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Independent Financial Group's AXTI Position: Q3 2026 in Review

Independent Financial Group opened a new position in AXT Inc (AXTI) in Q3 2026: 2,710 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in AXTI as recently as Q1 2026.

Independent Financial Group first reported a position in AXTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $456K in Q1 2026. 13 funds tracked by Wall St. Rank hold AXTI as of Q3 2026.

  • Independent Financial Group held 2,710 shares of AXT Inc worth $210K as of Q3 2026.
  • AXT Inc was a new Independent Financial Group position in Q3 2026.
  • AXT Inc made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1487 holding.
  • Independent Financial Group first reported a position in AXT Inc in Q1 2026 and has held it in 2 quarters since.
  • Independent Financial Group's AXT Inc position peaked at $456K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held AXT Inc as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.