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Inspire Advisors’s Axos Financial AX Stock Holding History

Inspire 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 		– Sell
-9,344
Closed -$795K – 736
2026
Q1 		$795K Sell
9,344
-811
-8% -$73.9K 0.06% 237
2025
Q4 		$875K Sell
10,155
-461
-4% -$38K 0.08% 178
2025
Q3 		$899K Buy
10,616
+51
+0.5% +$4.44K 0.09% 181
2025
Q2 		$803K Buy
10,565
+572
+6% +$38.7K 0.08% 179
2025
Q1 		$645K Buy
+9,993
New +$678K 0.07% 192
2021
Q1 		– Sell
-787
Closed -$30K – 142
2020
Q4 		$30K Buy
+787
New +$24.9K 0.01% 293

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

Inspire Advisors's AX Position: Q2 2026 in Review

Inspire Advisors sold out of Axos Financial (AX) in Q2 2026, closing a stake of 9,344 shares — an estimated $795K sold.

Inspire Advisors first reported a position in AX in Q4 2020 and held it in 6 quarters. The position peaked at $899K in Q3 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Inspire Advisors reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Inspire Advisors sold 9,344 Axos Financial shares in Q2 2026, an estimated $795K.
  • Inspire Advisors first reported a position in Axos Financial in Q4 2020 and held it in 6 quarters.
  • Inspire Advisors's Axos Financial position peaked at $899K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

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