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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Medallion Wealth Advisors's AX Position: Q1 2026 in Review

Medallion Wealth Advisors held its Axos Financial (AX) position steady in Q1 2026 at 896 shares worth $76.2K. The position accounts for 0.02% of the portfolio, ranked #397.

Medallion Wealth Advisors first reported a position in AX in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.2K in Q4 2025. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Medallion Wealth Advisors held 896 shares of Axos Financial worth $76.2K as of Q1 2026.
  • Medallion Wealth Advisors left its Axos Financial share count unchanged in Q1 2026.
  • Axos Financial made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #397 holding.
  • Medallion Wealth Advisors first reported a position in Axos Financial in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Axos Financial position peaked at $77.2K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.