JWCA
AX icon

J.W. Cole Advisors’s Axos Financial AX Stock Holding History

J.W. Cole 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 		$424K Buy
4,355
+40
+0.9% +$3.6K 0.01% 1098
2026
Q1 		$367K Sell
4,315
-300
-7% -$27.3K 0.01% 575
2025
Q4 		$349K Sell
4,615
-35
-0.8% -$2.88K 0.01% 1038
2025
Q3 		$394K Sell
4,650
-40
-0.9% -$3.49K 0.01% 1095
2025
Q2 		$357K Buy
4,690
+540
+13% +$36.5K 0.01% 1055
2025
Q1 		$268K Buy
+4,150
New +$281K 0.01% 1025

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

J.W. Cole Advisors's AX Position: Q2 2026 in Review

J.W. Cole Advisors increased its Axos Financial (AX) stake by 0.93% in Q2 2026, buying an estimated $3.6K and bringing the position to 4,355 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #1098.

J.W. Cole Advisors first reported a position in AX in Q1 2025 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • J.W. Cole Advisors held 4,355 shares of Axos Financial worth $424K as of Q2 2026.
  • J.W. Cole Advisors bought 40 Axos Financial shares in Q2 2026, an estimated $3.6K.
  • Axos Financial made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1098 holding.
  • J.W. Cole Advisors first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.