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&Partners’s Axos Financial AX Stock Holding History

&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 		$243K Buy
+2,497
New +$225K ﹤0.01% 2263
2025
Q3 		– Sell
-2,775
Closed -$211K – 2124
2025
Q2 		$211K Buy
+2,775
New +$188K ﹤0.01% 1810
2025
Q1 		– Sell
-3,907
Closed -$280K – 1757
2024
Q4 		$280K Buy
+3,907
New +$285K ﹤0.01% 1374

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

&Partners's AX Position: Q2 2026 in Review

&Partners opened a new position in Axos Financial (AX) in Q2 2026: 2,497 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #2263 among its holdings. This is a return to the name: &Partners previously reported a position in AX as recently as Q2 2025.

&Partners first reported a position in AX in Q4 2024 and has held it in 3 quarters since. The position peaked at $280K in Q4 2024. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • &Partners held 2,497 shares of Axos Financial worth $243K as of Q2 2026.
  • Axos Financial was a new &Partners position in Q2 2026.
  • Axos Financial made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2263 holding.
  • &Partners first reported a position in Axos Financial in Q4 2024 and has held it in 3 quarters since.
  • &Partners's Axos Financial position peaked at $280K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.