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Plante Moran Financial Advisors’s Axos Financial AX Stock Holding History

Plante Moran Financial 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 		$1.56K Buy
+16
New +$1.44K ﹤0.01% 791
2020
Q4 		– Sell
-150
Closed -$3K – 883
2020
Q3 		$3K Buy
+150
New +$3.43K ﹤0.01% 740
2016
Q1 		– Sell
-68
Closed -$1K – 862
2015
Q4 		$1K Buy
+68
New +$1.6K ﹤0.01% 896

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

Plante Moran Financial Advisors's AX Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Axos Financial (AX) in Q2 2026: 16 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in AX as recently as Q3 2020.

Plante Moran Financial Advisors first reported a position in AX in Q4 2015 and has held it in 3 quarters since. The position peaked at $3K in Q3 2020. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Plante Moran Financial Advisors held 16 shares of Axos Financial worth $1.56K as of Q2 2026.
  • Axos Financial was a new Plante Moran Financial Advisors position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #791 holding.
  • Plante Moran Financial Advisors first reported a position in Axos Financial in Q4 2015 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Axos Financial position peaked at $3K in Q3 2020.
  • 387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.