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Medallion Wealth Advisors’s Axos Financial AX Stock Holding History

Medallion Wealth Advisors’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 		– Sell
-896
Closed -$76.2K – 1225
2026
Q1 		$76.2K Hold
896
– – 0.02% 397
2025
Q4 		$77.2K Hold
896
– – 0.03% 395
2025
Q3 		$75.8K Hold
896
– – 0.03% 398
2025
Q2 		$68.1K Hold
896
– – 0.03% 411
2025
Q1 		$57.8K Hold
896
– – 0.03% 405
2024
Q4 		$57.8K Buy
+896
New +$65.4K 0.03% 383

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

Medallion Wealth Advisors's AX Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Axos Financial (AX) in Q2 2026, closing a stake of 896 shares — an estimated $76.2K sold.

Medallion Wealth Advisors first reported a position in AX in Q4 2024 and held it in 6 quarters. The position peaked at $77.2K in Q4 2025. 386 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 896 Axos Financial shares in Q2 2026, an estimated $76.2K.
  • Medallion Wealth Advisors first reported a position in Axos Financial in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's Axos Financial position peaked at $77.2K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.