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NBC Securities’s Axos Financial AX Stock Holding History

NBC Securities’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 		– Sell
-1,773
Closed -$151K – 2431
2026
Q1 		$151K Sell
1,773
-576
-25% -$52.5K 0.01% 941
2025
Q4 		$202K Buy
2,349
+389
+20% +$32K 0.02% 838
2025
Q3 		$166K Buy
+1,960
New +$171K 0.01% 906

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

NBC Securities's AX Position: Q2 2026 in Review

NBC Securities sold out of Axos Financial (AX) in Q2 2026, closing a stake of 1,773 shares — an estimated $151K sold.

NBC Securities first reported a position in AX in Q3 2025 and held it in 3 quarters. The position peaked at $202K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • NBC Securities reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • NBC Securities sold 1,773 Axos Financial shares in Q2 2026, an estimated $151K.
  • NBC Securities first reported a position in Axos Financial in Q3 2025 and held it in 3 quarters.
  • NBC Securities's Axos Financial position peaked at $202K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.