Jones Financial Companies
AX icon

Jones Financial Companies’s Axos Financial AX Stock Holding History

Jones Financial Companies’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 		$1.83M Buy
19,022
+5,833
+44% +$526K ﹤0.01% 1619
2026
Q1 		$1.09M Buy
13,189
+5,602
+74% +$511K ﹤0.01% 1680
2025
Q4 		$654K Sell
7,587
-923
-11% -$76K ﹤0.01% 1399
2025
Q3 		$744K Sell
8,510
-34
-0.4% -$2.96K ﹤0.01% 1238
2025
Q2 		$657K Buy
8,544
+920
+12% +$62.2K ﹤0.01% 1178
2025
Q1 		$484K Sell
7,624
-368
-5% -$25K ﹤0.01% 1138
2024
Q4 		$558K Sell
7,992
-241
-3% -$17.6K ﹤0.01% 952
2024
Q3 		$513K Buy
8,233
+138
+2% +$9.07K ﹤0.01% 811
2024
Q2 		$463K Buy
8,095
+1,515
+23% +$82.4K ﹤0.01% 582
2024
Q1 		$356K Buy
6,580
+4,161
+172% +$219K ﹤0.01% 369
2023
Q4 		$132K Buy
+2,419
New +$101K ﹤0.01% 375

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

Jones Financial Companies's AX Position: Q2 2026 in Review

Jones Financial Companies increased its Axos Financial (AX) stake by 44% in Q2 2026, buying an estimated $526K and bringing the position to 19,022 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Jones Financial Companies first reported a position in AX in Q4 2023 and has held it in 11 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Jones Financial Companies held 19,022 shares of Axos Financial worth $1.83M as of Q2 2026.
  • Jones Financial Companies bought 5,833 Axos Financial shares in Q2 2026, an estimated $526K.
  • Axos Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1619 holding.
  • Jones Financial Companies first reported a position in Axos Financial in Q4 2023 and has held it in 11 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.