Mirabella Financial Services’s Axos Financial AX Stock Holding History

Mirabella Financial Services’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	$543K	Buy	+5,572	New	+$502K	0.05%	233

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mirabella Financial Services's AX Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Axos Financial (AX) in Q2 2026: 5,572 shares worth $543K. The stake represents 0.05% of the portfolio and ranks #233 among its holdings.

384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Mirabella Financial Services held 5,572 shares of Axos Financial worth $543K as of Q2 2026.
Axos Financial was a new Mirabella Financial Services position in Q2 2026.
Axos Financial made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #233 holding.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.