OCA
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OpenArc Corporate Advisory’s Axos Financial AX Stock Holding History

OpenArc Corporate Advisory’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 		$261K Buy
2,683
+9
+0.3% +$811 ﹤0.01% 667
2026
Q1 		$228K Buy
2,674
+8
+0.3% +$729 ﹤0.01% 644
2025
Q4 		$230K Buy
+2,666
New +$220K ﹤0.01% 579

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

OpenArc Corporate Advisory's AX Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its Axos Financial (AX) stake by 0.34% in Q2 2026, buying an estimated $811 and bringing the position to 2,683 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

OpenArc Corporate Advisory first reported a position in AX in Q4 2025 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • OpenArc Corporate Advisory held 2,683 shares of Axos Financial worth $261K as of Q2 2026.
  • OpenArc Corporate Advisory bought 9 Axos Financial shares in Q2 2026, an estimated $811.
  • Axos Financial made up ﹤0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #667 holding.
  • OpenArc Corporate Advisory first reported a position in Axos Financial in Q4 2025 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.