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NovaPoint Capital’s Axos Financial AX Stock Holding History

NovaPoint Capital’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 		$253K Buy
+2,600
New +$234K 0.05% 147
2025
Q4 		– Sell
-2,600
Closed -$220K – 86
2025
Q3 		$220K Buy
+2,600
New +$227K 0.05% 136

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

NovaPoint Capital's AX Position: Q2 2026 in Review

NovaPoint Capital opened a new position in Axos Financial (AX) in Q2 2026: 2,600 shares worth $253K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in AX as recently as Q3 2025.

NovaPoint Capital first reported a position in AX in Q3 2025 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • NovaPoint Capital held 2,600 shares of Axos Financial worth $253K as of Q2 2026.
  • Axos Financial was a new NovaPoint Capital position in Q2 2026.
  • Axos Financial made up 0.05% of NovaPoint Capital's portfolio in Q2 2026, its #147 holding.
  • NovaPoint Capital first reported a position in Axos Financial in Q3 2025 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.