MassMutual Private Wealth & Trust’s Axos Financial AX Stock Holding History

MassMutual Private Wealth & Trust’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	$10.9K	Hold	112	–	–	﹤0.01%	1373
2026 Q1	$9.53K	Buy	112 +3	+3%	+$273	﹤0.01%	1385
2025 Q4	$9.39K	Hold	109	–	–	﹤0.01%	1418
2025 Q3	$9.23K	Hold	109	–	–	﹤0.01%	1432
2025 Q2	$8.29K	Buy	109 +16	+17%	+$1.08K	﹤0.01%	1435
2025 Q1	$6K	Sell	93 -24	-21%	-$1.63K	﹤0.01%	1514
2024 Q4	$8.17K	Buy	117 +40	+52%	+$2.92K	﹤0.01%	1339
2024 Q3	$4.84K	Sell	77 -1	-1%	-$66	﹤0.01%	1396
2024 Q2	$4.46K	Sell	78 -2	-3%	-$109	﹤0.01%	1356
2024 Q1	$4.32K	Buy	80 +74	+1,233%	+$3.89K	﹤0.01%	1318
2023 Q4	$328	Sell	6 -108	-95%	-$4.51K	﹤0.01%	1867
2023 Q3	$4.32K	Hold	114	–	–	﹤0.01%	1297
2023 Q2	$4.5K	Buy	+114	New	+$4.42K	﹤0.01%	1240
2022 Q4	–	Sell	-29	Closed	-$1K	–	1640
2022 Q3	$1K	Buy	+29	New	+$1.17K	﹤0.01%	1360
2022 Q1	–	Sell	-72	Closed	-$3.8K	–	1509
2021 Q4	$4K	Buy	+72	New	+$4.03K	﹤0.01%	929
2021 Q3	–	Sell	-31	Closed	-$1K	–	1263
2021 Q2	$1K	Buy	+31	New	+$1.45K	﹤0.01%	1093

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 $3.37T AUM 44.26% 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

MassMutual Private Wealth & Trust's AX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Axos Financial (AX) position steady in Q2 2026 at 112 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

MassMutual Private Wealth & Trust first reported a position in AX in Q2 2021 and has held it in 16 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

MassMutual Private Wealth & Trust held 112 shares of Axos Financial worth $10.9K as of Q2 2026.
MassMutual Private Wealth & Trust left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1373 holding.
MassMutual Private Wealth & Trust first reported a position in Axos Financial in Q2 2021 and has held it in 16 quarters since.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.