Parallel Advisors’s Axos Financial AX Stock Holding History

Parallel 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	$35.5K	Sell	364 -12	-3%	-$1.08K	﹤0.01%	2354
2026 Q1	$32K	Buy	376 +12	+3%	+$1.09K	﹤0.01%	2243
2025 Q4	$31.4K	Hold	364	–	–	﹤0.01%	2086
2025 Q3	$30.8K	Hold	364	–	–	﹤0.01%	2042
2025 Q2	$27.7K	Hold	364	–	–	﹤0.01%	2034
2025 Q1	$23.5K	Hold	364	–	–	﹤0.01%	2054
2024 Q4	$25.4K	Hold	364	–	–	﹤0.01%	2026
2024 Q3	$22.9K	Hold	364	–	–	﹤0.01%	2015
2024 Q2	$20.8K	Buy	364 +13	+4%	+$707	﹤0.01%	1962
2024 Q1	$19K	Hold	351	–	–	﹤0.01%	2012
2023 Q4	$19.2K	Sell	351 -9	-3%	-$376	﹤0.01%	1974
2023 Q3	$13.6K	Hold	360	–	–	﹤0.01%	2048
2023 Q2	$14.2K	Buy	360 +9	+3%	+$349	﹤0.01%	2020
2023 Q1	$13K	Hold	351	–	–	﹤0.01%	2032
2022 Q4	$13.4K	Sell	351 -11	-3%	-$419	﹤0.01%	1919
2022 Q3	$12K	Buy	362 +11	+3%	+$445	﹤0.01%	1913
2022 Q2	$13K	Hold	351	–	–	﹤0.01%	1862
2022 Q1	$16K	Hold	351	–	–	﹤0.01%	1819
2021 Q4	$20K	Hold	351	–	–	﹤0.01%	1774
2021 Q3	$18K	Hold	351	–	–	﹤0.01%	1783
2021 Q2	$16K	Hold	351	–	–	﹤0.01%	1786
2021 Q1	$17K	Hold	351	–	–	﹤0.01%	1664
2020 Q4	$13K	Hold	351	–	–	﹤0.01%	1662
2020 Q3	$8K	Hold	351	–	–	﹤0.01%	1810
2020 Q2	$7K	Hold	351	–	–	﹤0.01%	1831
2020 Q1	$6K	Hold	351	–	–	﹤0.01%	1814
2019 Q4	$11K	Hold	351	–	–	﹤0.01%	1664
2019 Q3	$10K	Hold	351	–	–	﹤0.01%	1665
2019 Q2	$10K	Hold	351	–	–	﹤0.01%	1577
2019 Q1	$10K	Hold	351	–	–	﹤0.01%	1513
2018 Q4	$8K	Buy	+351	New	+$10.6K	﹤0.01%	1402

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

VCM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parallel Advisors's AX Position: Q2 2026 in Review

Parallel Advisors reduced its Axos Financial (AX) stake by 3.2% in Q2 2026, selling an estimated $1.08K and leaving 364 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Parallel Advisors first reported a position in AX in Q4 2018 and has held it in 31 quarters since. 290 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Parallel Advisors held 364 shares of Axos Financial worth $35.5K as of Q2 2026.
Parallel Advisors sold 12 Axos Financial shares in Q2 2026, an estimated $1.08K.
Axos Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2354 holding.
Parallel Advisors first reported a position in Axos Financial in Q4 2018 and has held it in 31 quarters since.
290 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.