JWA
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JFS Wealth Advisors’s Axos Financial AX Stock Holding History

JFS Wealth 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 		$10K Buy
103
+12
+13% +$1.08K ﹤0.01% 1003
2026
Q1 		$7.74K Buy
91
+4
+5% +$365 ﹤0.01% 1042
2025
Q4 		$7.5K Buy
87
+20
+30% +$1.65K ﹤0.01% 1084
2025
Q3 		$5.67K Hold
67
– – ﹤0.01% 1072
2025
Q2 		$5.09K Buy
67
+3
+5% +$203 ﹤0.01% 1081
2025
Q1 		$4.13K Buy
64
+2
+3% +$136 ﹤0.01% 1197
2024
Q4 		$4.33K Hold
62
– – ﹤0.01% 1184
2024
Q3 		$3.9K Buy
62
+2
+3% +$131 ﹤0.01% 1212
2024
Q2 		$3.43K Hold
60
– – ﹤0.01% 1219
2024
Q1 		$3.24K Hold
60
– – ﹤0.01% 1266
2023
Q4 		$3.28K Buy
60
+12
+25% +$501 ﹤0.01% 1224
2023
Q3 		$1.82K Hold
48
– – ﹤0.01% 1393
2023
Q2 		$1.89K Sell
48
-8
-14% -$310 ﹤0.01% 1402
2023
Q1 		$2.07K Sell
56
-4
-7% -$173 ﹤0.01% 1350
2022
Q4 		$2.29K Buy
60
+7
+13% +$267 ﹤0.01% 1322
2022
Q3 		$2K Buy
53
+8
+18% +$324 ﹤0.01% 1279
2022
Q2 		$2K Buy
45
+10
+29% +$384 ﹤0.01% 1278
2022
Q1 		$2K Buy
35
+14
+67% +$740 ﹤0.01% 1370
2021
Q4 		$1K Buy
+21
New +$1.18K ﹤0.01% 1255

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

JFS Wealth Advisors's AX Position: Q2 2026 in Review

JFS Wealth Advisors increased its Axos Financial (AX) stake by 13% in Q2 2026, buying an estimated $1.08K and bringing the position to 103 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

JFS Wealth Advisors first reported a position in AX in Q4 2021 and has held it in 19 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • JFS Wealth Advisors held 103 shares of Axos Financial worth $10K as of Q2 2026.
  • JFS Wealth Advisors bought 12 Axos Financial shares in Q2 2026, an estimated $1.08K.
  • Axos Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1003 holding.
  • JFS Wealth Advisors first reported a position in Axos Financial in Q4 2021 and has held it in 19 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.