OA
AX icon

Oak Associates’s Axos Financial AX Stock Holding History

Oak Associates’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 		$687K Hold
7,059
– – 0.04% 104
2026
Q1 		$601K Buy
7,059
+267
+4% +$24.3K 0.04% 107
2025
Q4 		$585K Sell
6,792
-350
-5% -$28.8K 0.04% 111
2025
Q3 		$605K Hold
7,142
– – 0.04% 111
2025
Q2 		$543K Buy
+7,142
New +$483K 0.04% 112

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

Oak Associates's AX Position: Q2 2026 in Review

Oak Associates held its Axos Financial (AX) position steady in Q2 2026 at 7,059 shares worth $687K. The position accounts for 0.04% of the portfolio, ranked #104.

Oak Associates first reported a position in AX in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Oak Associates held 7,059 shares of Axos Financial worth $687K as of Q2 2026.
  • Oak Associates left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up 0.04% of Oak Associates's portfolio in Q2 2026, its #104 holding.
  • Oak Associates first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.