Pictet Asset Management
AX icon

Pictet Asset Management’s Axos Financial AX Stock Holding History

Pictet Asset Management’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 		$854K Sell
8,765
-365
-4% -$32.9K ﹤0.01% 1217
2026
Q1 		$777K Sell
9,130
-6,721
-42% -$612K ﹤0.01% 1226
2025
Q4 		$1.37M Buy
15,851
+5,880
+59% +$484K ﹤0.01% 994
2025
Q3 		$844K Buy
9,971
+2,388
+31% +$208K ﹤0.01% 1143
2025
Q2 		$577K Sell
7,583
-923
-11% -$62.4K ﹤0.01% 1303
2025
Q1 		$549K Buy
8,506
+1,711
+25% +$116K ﹤0.01% 1311
2024
Q4 		$475K Hold
6,795
– – ﹤0.01% 1397
2024
Q3 		$427K Sell
6,795
-527
-7% -$34.6K ﹤0.01% 1404
2024
Q2 		$418K Buy
7,322
+845
+13% +$46K ﹤0.01% 1359
2024
Q1 		$350K Hold
6,477
– – ﹤0.01% 1466
2023
Q4 		$354K Hold
6,477
– – ﹤0.01% 1447
2023
Q3 		$245K Buy
+6,477
New +$274K ﹤0.01% 1588

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 $3.38T AUM 44.17% 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

Pictet Asset Management's AX Position: Q2 2026 in Review

Pictet Asset Management reduced its Axos Financial (AX) stake by 4% in Q2 2026, selling an estimated $32.9K and leaving 8,765 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Pictet Asset Management first reported a position in AX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q4 2025. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Pictet Asset Management held 8,765 shares of Axos Financial worth $854K as of Q2 2026.
  • Pictet Asset Management sold 365 Axos Financial shares in Q2 2026, an estimated $32.9K.
  • Axos Financial made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #1217 holding.
  • Pictet Asset Management first reported a position in Axos Financial in Q3 2023 and has held it in 12 quarters since.
  • Pictet Asset Management's Axos Financial position peaked at $1.37M in Q4 2025.
  • 387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.