LPL Financial
AX icon

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LPL Financial's AX Position: Q1 2026 in Review

LPL Financial increased its Axos Financial (AX) stake by 5.7% in Q1 2026, buying an estimated $166K and bringing the position to 33,886 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3167.

LPL Financial first reported a position in AX in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.97M in Q1 2021. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • LPL Financial held 33,886 shares of Axos Financial worth $2.88M as of Q1 2026.
  • LPL Financial bought 1,827 Axos Financial shares in Q1 2026, an estimated $166K.
  • Axos Financial made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3167 holding.
  • LPL Financial first reported a position in Axos Financial in Q4 2013 and has held it in 50 quarters since.
  • LPL Financial's Axos Financial position peaked at $2.97M in Q1 2021.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.