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Mach-1 Financial Group’s Axos Financial AX Stock Holding History

Mach-1 Financial Group’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 		$270K Sell
2,776
-435
-14% -$39.2K 0.1% 100
2026
Q1 		$273K Buy
+3,211
New +$293K 0.1% 137
2023
Q3 		– Sell
-13,246
Closed -$522K – 203
2023
Q2 		$522K Buy
+13,246
New +$513K 0.15% 137

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mach-1 Financial Group's AX Position: Q2 2026 in Review

Mach-1 Financial Group reduced its Axos Financial (AX) stake by 14% in Q2 2026, selling an estimated $39.2K and leaving 2,776 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #100.

Mach-1 Financial Group first reported a position in AX in Q2 2023 and has held it in 3 quarters since. The position peaked at $522K in Q2 2023. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Mach-1 Financial Group held 2,776 shares of Axos Financial worth $270K as of Q2 2026.
  • Mach-1 Financial Group sold 435 Axos Financial shares in Q2 2026, an estimated $39.2K.
  • Axos Financial made up 0.1% of Mach-1 Financial Group's portfolio in Q2 2026, its #100 holding.
  • Mach-1 Financial Group first reported a position in Axos Financial in Q2 2023 and has held it in 3 quarters since.
  • Mach-1 Financial Group's Axos Financial position peaked at $522K in Q2 2023.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.