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Owl Creek Wealth Partners’s Axos Financial AX Stock Holding History

Owl Creek Wealth Partners’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 		$8.18K Hold
84
– – ﹤0.01% 909
2026
Q1 		$7.15K Buy
+84
New +$7.66K ﹤0.01% 888

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State Street
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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

Owl Creek Wealth Partners's AX Position: Q2 2026 in Review

Owl Creek Wealth Partners held its Axos Financial (AX) position steady in Q2 2026 at 84 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Owl Creek Wealth Partners first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Owl Creek Wealth Partners held 84 shares of Axos Financial worth $8.18K as of Q2 2026.
  • Owl Creek Wealth Partners left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up ﹤0.01% of Owl Creek Wealth Partners's portfolio in Q2 2026, its #909 holding.
  • Owl Creek Wealth Partners first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Owl Creek Wealth Partners's 13F filing for Q2 2026, filed 20 Jul 2026.