Leonard Rickey Investment Advisors’s Axos Financial AX Stock Holding History

Leonard Rickey Investment Advisors’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	$216K	Buy	+2,213	New	+$199K	0.03%	117

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Leonard Rickey Investment Advisors's AX Position: Q2 2026 in Review

Leonard Rickey Investment Advisors opened a new position in Axos Financial (AX) in Q2 2026: 2,213 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #117 among its holdings.

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

Leonard Rickey Investment Advisors held 2,213 shares of Axos Financial worth $216K as of Q2 2026.
Axos Financial was a new Leonard Rickey Investment Advisors position in Q2 2026.
Axos Financial made up 0.03% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #117 holding.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.