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Navigoe Wealth Management’s Axos Financial AX Stock Holding History

Navigoe Wealth Management’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 		$0 Buy
+4
New +$360 ﹤0.01% 479

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

Navigoe Wealth Management's AX Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Axos Financial (AX) in Q2 2026: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

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

  • Navigoe Wealth Management held 4 shares of Axos Financial worth $0 as of Q2 2026.
  • Axos Financial was a new Navigoe Wealth Management position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #479 holding.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.