JT
AX icon

Jupiter Topco’s Axos Financial AX Stock Holding History

Jupiter Topco’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 		$2.33M Buy
+23,907
New +$2.15M ﹤0.01% 1386

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jupiter Topco's AX Position: Q2 2026 in Review

Jupiter Topco opened a new position in Axos Financial (AX) in Q2 2026: 23,907 shares worth $2.33M. The stake represents ﹤0.01% of the portfolio and ranks #1386 among its holdings.

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

  • Jupiter Topco held 23,907 shares of Axos Financial worth $2.33M as of Q2 2026.
  • Axos Financial was a new Jupiter Topco position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Jupiter Topco's portfolio in Q2 2026, its #1386 holding.
  • 358 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.