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Keel Point’s Axos Financial AX Stock Holding History

Keel Point’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 		$1.12M Buy
11,497
+100
+0.9% +$9.01K 0.07% 161
2026
Q1 		$970K Sell
11,397
-1,342
-11% -$122K 0.06% 172
2025
Q4 		$1.1M Buy
12,739
+4
+0% +$329 0.07% 172
2025
Q3 		$1.08M Sell
12,735
-584
-4% -$50.9K 0.07% 172
2025
Q2 		$1.01M Buy
13,319
+6
+0% +$406 0.07% 172
2025
Q1 		$859K Buy
13,313
+15
+0.1% +$1.02K 0.07% 164
2024
Q4 		$929K Hold
13,298
– – 0.07% 152
2024
Q3 		$836K Hold
13,298
– – 0.07% 169
2024
Q2 		$834K Buy
+13,298
New +$723K 0.08% 164

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

Keel Point's AX Position: Q2 2026 in Review

Keel Point increased its Axos Financial (AX) stake by 0.88% in Q2 2026, buying an estimated $9.01K and bringing the position to 11,497 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #161.

Keel Point first reported a position in AX in Q2 2024 and has held it in 9 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Keel Point held 11,497 shares of Axos Financial worth $1.12M as of Q2 2026.
  • Keel Point bought 100 Axos Financial shares in Q2 2026, an estimated $9.01K.
  • Axos Financial made up 0.07% of Keel Point's portfolio in Q2 2026, its #161 holding.
  • Keel Point first reported a position in Axos Financial in Q2 2024 and has held it in 9 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.