Lido Advisors’s Axos Financial AX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$731K Buy
7,503
+443
+6% +$39.9K ﹤0.01% 1268
2026
Q1
$601K Buy
7,060
+910
+15% +$82.9K ﹤0.01% 1198
2025
Q4
$522K Buy
6,150
+150
+3% +$12.4K ﹤0.01% 1279
2025
Q3
$508K Buy
6,000
+158
+3% +$13.8K ﹤0.01% 1224
2025
Q2
$444K Buy
+5,842
New +$395K ﹤0.01% 1151
2024
Q3
Sell
-5,178
Closed -$296K 1476
2024
Q2
$296K Sell
5,178
-218
-4% -$11.9K ﹤0.01% 1132
2024
Q1
$292K Buy
5,396
+518
+11% +$27.3K ﹤0.01% 1113
2023
Q4
$266K Buy
+4,878
New +$204K ﹤0.01% 1089

Other funds holding AX

Lido Advisors's AX Position: Q2 2026 in Review

Lido Advisors increased its Axos Financial (AX) stake by 6.3% in Q2 2026, buying an estimated $39.9K and bringing the position to 7,503 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Lido Advisors first reported a position in AX in Q4 2023 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Lido Advisors held 7,503 shares of Axos Financial worth $731K as of Q2 2026.
  • Lido Advisors bought 443 Axos Financial shares in Q2 2026, an estimated $39.9K.
  • Axos Financial made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1268 holding.
  • Lido Advisors first reported a position in Axos Financial in Q4 2023 and has held it in 8 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.