MML Investors Services
AX icon

MML Investors Services’s Axos Financial AX Stock Holding History

MML Investors 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 		$1.25M Buy
12,796
+1,747
+16% +$157K ﹤0.01% 1875
2026
Q1 		$940K Sell
11,049
-1,771
-14% -$161K ﹤0.01% 1825
2025
Q4 		$1.1M Buy
12,820
+2,665
+26% +$219K ﹤0.01% 1746
2025
Q3 		$860K Buy
10,155
+2,333
+30% +$203K ﹤0.01% 1838
2025
Q2 		$595K Buy
7,822
+1,978
+34% +$134K ﹤0.01% 1978
2025
Q1 		$377K Buy
5,844
+1,419
+32% +$96.3K ﹤0.01% 2177
2024
Q4 		$309K Buy
4,425
+1,052
+31% +$76.8K ﹤0.01% 2244
2024
Q3 		$212K Buy
+3,373
New +$222K ﹤0.01% 2410

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

MML Investors Services's AX Position: Q2 2026 in Review

MML Investors Services increased its Axos Financial (AX) stake by 16% in Q2 2026, buying an estimated $157K and bringing the position to 12,796 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

MML Investors Services first reported a position in AX in Q3 2024 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • MML Investors Services held 12,796 shares of Axos Financial worth $1.25M as of Q2 2026.
  • MML Investors Services bought 1,747 Axos Financial shares in Q2 2026, an estimated $157K.
  • Axos Financial made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1875 holding.
  • MML Investors Services first reported a position in Axos Financial in Q3 2024 and has held it in 8 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.