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Keating Financial Advisory Services’s Axos Financial AX Stock Holding History

Keating Financial Advisory Services’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 		$7.99K Buy
82
+11
+15% +$991 ﹤0.01% 1339
2026
Q1 		$6.04K Buy
71
+36
+103% +$3.28K ﹤0.01% 1341
2025
Q4 		$3.02K Buy
+35
New +$2.88K ﹤0.01% 1455

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

Keating Financial Advisory Services's AX Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Axos Financial (AX) stake by 15% in Q2 2026, buying an estimated $991 and bringing the position to 82 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Keating Financial Advisory Services first reported a position in AX in Q4 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Keating Financial Advisory Services held 82 shares of Axos Financial worth $7.99K as of Q2 2026.
  • Keating Financial Advisory Services bought 11 Axos Financial shares in Q2 2026, an estimated $991.
  • Axos Financial made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1339 holding.
  • Keating Financial Advisory Services first reported a position in Axos Financial in Q4 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.