IWC
AX icon

Integrated Wealth Concepts’s Axos Financial AX Stock Holding History

Integrated Wealth Concepts’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 		$79.9K Buy
+820
New +$73.9K ﹤0.01% 2995

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

Integrated Wealth Concepts's AX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Axos Financial (AX) in Q2 2026: 820 shares worth $79.9K. The stake represents ﹤0.01% of the portfolio and ranks #2995 among its holdings.

384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Integrated Wealth Concepts held 820 shares of Axos Financial worth $79.9K as of Q2 2026.
  • Axos Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2995 holding.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.