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Prestige Wealth Management Group’s Axos Financial AX Stock Holding History

Prestige Wealth Management Group’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 		$1.27K Buy
13
+9
+225% +$811 ﹤0.01% 844
2026
Q1 		$341 Buy
+4
New +$365 ﹤0.01% 1015

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

Prestige Wealth Management Group's AX Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Axos Financial (AX) stake by 225% in Q2 2026, buying an estimated $811 and bringing the position to 13 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Prestige Wealth Management Group first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Prestige Wealth Management Group held 13 shares of Axos Financial worth $1.27K as of Q2 2026.
  • Prestige Wealth Management Group bought 9 Axos Financial shares in Q2 2026, an estimated $811.
  • Axos Financial made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #844 holding.
  • Prestige Wealth Management Group first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.