LPL Financial’s Axos Financial AX Stock Holding History

LPL Financial’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
2025 Q1	–	Sell	-3,000	Closed	-$210K	–	5359
2024 Q4	$210K	Buy	+3,000	New	+$219K	﹤0.01%	4786

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 $3.38T AUM 44.17% 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

LPL Financial's AX Position: Q2 2026 in Review

LPL Financial reduced its Axos Financial (AX) stake by 1.8% in Q2 2026, selling an estimated $56.3K and leaving 33,261 shares worth $3.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3227.

LPL Financial first reported a position in AX in Q4 2013 and has held it in 51 quarters since. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

LPL Financial held 33,261 shares of Axos Financial worth $3.24M as of Q2 2026.
LPL Financial sold 625 Axos Financial shares in Q2 2026, an estimated $56.3K.
Axos Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3227 holding.
LPL Financial first reported a position in Axos Financial in Q4 2013 and has held it in 51 quarters since.
387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.