Inspire Investing’s Axos Financial AX Stock Holding History

Inspire Investing’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	$839	Sell	9 -13	-59%	-$1.17K	﹤0.01%	1185
2026 Q1	$1.9K	Buy	22 +1	+5%	+$91	﹤0.01%	1011
2025 Q4	$1.81K	Buy	+21	New	+$1.73K	﹤0.01%	999
2025 Q1	–	Sell	-14,223	Closed	-$994K	–	804
2024 Q4	$994K	Buy	14,223 +1,561	+12%	+$114K	0.11%	205
2024 Q3	$796K	Buy	+12,662	New	+$832K	0.08%	274
2021 Q1	–	Sell	-9,885	Closed	-$371K	–	608
2020 Q4	$371K	Buy	+9,885	New	+$313K	0.08%	334
2020 Q2	–	Sell	-1,479	Closed	-$27K	–	512
2020 Q1	$27K	Sell	1,479 -5,856	-80%	-$147K	0.01%	624
2019 Q4	$222K	Sell	7,335 -941	-11%	-$27.5K	0.08%	241
2019 Q3	$229K	Buy	8,276 +366	+5%	+$9.85K	0.09%	241
2019 Q2	$216K	Buy	7,910 +981	+14%	+$28.9K	0.09%	230
2019 Q1	$201K	Buy	+6,929	New	+$208K	0.09%	231
2018 Q1	–	Sell	-3,740	Closed	-$112K	–	247
2017 Q4	$112K	Buy	+3,740	New	+$102K	0.1%	181

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Inspire Investing's AX Position: Q2 2026 in Review

Inspire Investing reduced its Axos Financial (AX) stake by 59% in Q2 2026, selling an estimated $1.17K and leaving 9 shares worth $839. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Inspire Investing first reported a position in AX in Q4 2017 and has held it in 12 quarters since. The position peaked at $994K in Q4 2024. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Inspire Investing held 9 shares of Axos Financial worth $839 as of Q2 2026.
Inspire Investing sold 13 Axos Financial shares in Q2 2026, an estimated $1.17K.
Axos Financial made up ﹤0.01% of Inspire Investing's portfolio in Q2 2026, its #1185 holding.
Inspire Investing first reported a position in Axos Financial in Q4 2017 and has held it in 12 quarters since.
Inspire Investing's Axos Financial position peaked at $994K in Q4 2024.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.