NewEdge Advisors’s Axos Financial AX Stock Holding History

NewEdge Advisors’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	$87.7K	Sell	900 -205	-19%	-$18.5K	﹤0.01%	2979
2026 Q1	$94K	Hold	1,105	–	–	﹤0.01%	2770
2025 Q4	$95.2K	Buy	1,105 +205	+23%	+$16.9K	﹤0.01%	2777
2025 Q3	$76.2K	Hold	900	–	–	﹤0.01%	2696
2025 Q2	$68.4K	Hold	900	–	–	﹤0.01%	2568
2025 Q1	$58.1K	Hold	900	–	–	﹤0.01%	2500
2024 Q4	$62.9K	Buy	900 +850	+1,700%	+$62.1K	﹤0.01%	2442
2024 Q3	$3.14K	Buy	+50	New	+$3.29K	﹤0.01%	3299
2024 Q2	–	Sell	-9	Closed	-$486	–	3803
2024 Q1	$486	Hold	9	–	–	﹤0.01%	3588
2023 Q4	$491	Buy	+9	New	+$376	﹤0.01%	3533
2023 Q1	–	Sell	-987	Closed	-$37.7K	–	3469
2022 Q4	$37.7K	Buy	+987	New	+$37.6K	﹤0.01%	1841

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

NewEdge Advisors's AX Position: Q2 2026 in Review

NewEdge Advisors reduced its Axos Financial (AX) stake by 19% in Q2 2026, selling an estimated $18.5K and leaving 900 shares worth $87.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

NewEdge Advisors first reported a position in AX in Q4 2022 and has held it in 11 quarters since. The position peaked at $95.2K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

NewEdge Advisors held 900 shares of Axos Financial worth $87.7K as of Q2 2026.
NewEdge Advisors sold 205 Axos Financial shares in Q2 2026, an estimated $18.5K.
Axos Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2979 holding.
NewEdge Advisors first reported a position in Axos Financial in Q4 2022 and has held it in 11 quarters since.
NewEdge Advisors's Axos Financial position peaked at $95.2K in Q4 2025.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.