LRI Investments’s Axos Financial AX Stock Holding History

LRI Investments’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	$584	Buy	+6	New	+$541	﹤0.01%	1505

Other funds holding AX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LRI Investments's AX Position: Q2 2026 in Review

LRI Investments opened a new position in Axos Financial (AX) in Q2 2026: 6 shares worth $584. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings.

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

LRI Investments held 6 shares of Axos Financial worth $584 as of Q2 2026.
Axos Financial was a new LRI Investments position in Q2 2026.
Axos Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1505 holding.
97 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.