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Mather Group’s Axos Financial AX Stock Holding History

Mather 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 		$16.4K Hold
168
– – ﹤0.01% 1378
2026
Q1 		$14.3K Buy
+168
New +$15.3K ﹤0.01% 1363
2025
Q4 		– Sell
-168
Closed -$14.2K – 729
2025
Q3 		$14.2K Buy
+168
New +$14.6K ﹤0.01% 1194
2025
Q2 		– Sell
-168
Closed -$10.8K – 697
2025
Q1 		$10.8K Hold
168
– – ﹤0.01% 1236
2024
Q4 		$11.7K Buy
168
+94
+127% +$6.86K ﹤0.01% 1209
2024
Q3 		$4.65K Hold
74
– – ﹤0.01% 1312
2024
Q2 		$4K Hold
74
– – ﹤0.01% 1686
2024
Q1 		$4.04K Buy
+74
New +$3.89K ﹤0.01% 1391

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

Mather Group's AX Position: Q2 2026 in Review

Mather Group held its Axos Financial (AX) position steady in Q2 2026 at 168 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Mather Group first reported a position in AX in Q1 2024 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Mather Group held 168 shares of Axos Financial worth $16.4K as of Q2 2026.
  • Mather Group left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1378 holding.
  • Mather Group first reported a position in Axos Financial in Q1 2024 and has held it in 8 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.