MFG
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Merit Financial Group’s Axos Financial AX Stock Holding History

Merit Financial 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 		$2.35M Buy
24,147
+20,955
+656% +$1.89M 0.01% 687
2026
Q1 		$272K Buy
3,192
+40
+1% +$3.65K ﹤0.01% 1717
2025
Q4 		$272K Buy
3,152
+176
+6% +$14.5K ﹤0.01% 1616
2025
Q3 		$252K Buy
2,976
+95
+3% +$8.28K ﹤0.01% 1540
2025
Q2 		$219K Buy
+2,881
New +$195K ﹤0.01% 1504
2023
Q1 		– Sell
-6,362
Closed -$243K – 640
2022
Q4 		$243K Hold
6,362
– – 0.01% 589
2022
Q3 		$218K Buy
6,362
+68
+1% +$2.75K 0.01% 507
2022
Q2 		$226K Buy
+6,294
New +$242K 0.01% 498

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

Merit Financial Group's AX Position: Q2 2026 in Review

Merit Financial Group increased its Axos Financial (AX) stake by 656% in Q2 2026, buying an estimated $1.89M and bringing the position to 24,147 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #687.

Merit Financial Group first reported a position in AX in Q2 2022 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Merit Financial Group held 24,147 shares of Axos Financial worth $2.35M as of Q2 2026.
  • Merit Financial Group bought 20,955 Axos Financial shares in Q2 2026, an estimated $1.89M.
  • Axos Financial made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #687 holding.
  • Merit Financial Group first reported a position in Axos Financial in Q2 2022 and has held it in 8 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.