KG
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Kilter Group’s Axos Financial AX Stock Holding History

Kilter Group’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 		$2.92K Sell
30
-16
-35% -$1.44K ﹤0.01% 879
2026
Q1 		$3.92K Hold
46
– – ﹤0.01% 685
2025
Q4 		$3.96K Buy
46
+8
+21% +$659 ﹤0.01% 570
2025
Q3 		$3.22K Hold
38
– – ﹤0.01% 550
2025
Q2 		$2.89K Buy
+38
New +$2.57K ﹤0.01% 526

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

Kilter Group's AX Position: Q2 2026 in Review

Kilter Group reduced its Axos Financial (AX) stake by 35% in Q2 2026, selling an estimated $1.44K and leaving 30 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Kilter Group first reported a position in AX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.96K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Kilter Group held 30 shares of Axos Financial worth $2.92K as of Q2 2026.
  • Kilter Group sold 16 Axos Financial shares in Q2 2026, an estimated $1.44K.
  • Axos Financial made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #879 holding.
  • Kilter Group first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • Kilter Group's Axos Financial position peaked at $3.96K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.