Mercer Global Advisors
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Mercer Global Advisors’s Axos Financial AX Stock Holding History

Mercer Global 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 		$1.3M Buy
13,375
+646
+5% +$58.2K ﹤0.01% 1586
2026
Q1 		$1.08M Buy
12,729
+1,032
+9% +$94K ﹤0.01% 1522
2025
Q4 		$1.01M Buy
11,697
+798
+7% +$65.7K ﹤0.01% 1451
2025
Q3 		$923K Sell
10,899
-2,107
-16% -$184K ﹤0.01% 1422
2025
Q2 		$989K Buy
13,006
+202
+2% +$13.7K ﹤0.01% 1225
2025
Q1 		$826K Buy
12,804
+3,649
+40% +$248K ﹤0.01% 1225
2024
Q4 		$639K Buy
9,155
+3,810
+71% +$278K ﹤0.01% 1314
2024
Q3 		$334K Buy
5,345
+54
+1% +$3.55K ﹤0.01% 1567
2024
Q2 		$302K Buy
5,291
+266
+5% +$14.5K ﹤0.01% 1572
2024
Q1 		$272K Buy
+5,025
New +$264K ﹤0.01% 1622

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

Mercer Global Advisors's AX Position: Q2 2026 in Review

Mercer Global Advisors increased its Axos Financial (AX) stake by 5.1% in Q2 2026, buying an estimated $58.2K and bringing the position to 13,375 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Mercer Global Advisors first reported a position in AX in Q1 2024 and has held it in 10 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Mercer Global Advisors held 13,375 shares of Axos Financial worth $1.3M as of Q2 2026.
  • Mercer Global Advisors bought 646 Axos Financial shares in Q2 2026, an estimated $58.2K.
  • Axos Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1586 holding.
  • Mercer Global Advisors first reported a position in Axos Financial in Q1 2024 and has held it in 10 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.