KWM
AX icon

Keebeck Wealth Management’s Axos Financial AX Stock Holding History

Keebeck Wealth Management’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 		$602K Sell
6,185
-324
-5% -$29.2K 0.06% 219
2026
Q1 		$554K Buy
6,509
+624
+11% +$56.9K 0.06% 222
2025
Q4 		$507K Buy
5,885
+38
+0.6% +$3.13K 0.06% 219
2025
Q3 		$495K Buy
5,847
+512
+10% +$44.6K 0.06% 209
2025
Q2 		$406K Buy
+5,335
New +$361K 0.05% 238

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

Keebeck Wealth Management's AX Position: Q2 2026 in Review

Keebeck Wealth Management reduced its Axos Financial (AX) stake by 5% in Q2 2026, selling an estimated $29.2K and leaving 6,185 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #219.

Keebeck Wealth Management first reported a position in AX in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Keebeck Wealth Management held 6,185 shares of Axos Financial worth $602K as of Q2 2026.
  • Keebeck Wealth Management sold 324 Axos Financial shares in Q2 2026, an estimated $29.2K.
  • Axos Financial made up 0.06% of Keebeck Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Keebeck Wealth Management first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.