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Principal Securities’s Axos Financial AX Stock Holding History

Principal Securities’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 		$265K Buy
+2,724
New +$245K ﹤0.01% 1384
2025
Q4 		– Sell
-277
Closed -$23.4K – 1527
2025
Q3 		$23.4K Buy
277
+65
+31% +$5.67K ﹤0.01% 2342
2025
Q2 		$16.1K Buy
212
+189
+822% +$12.8K ﹤0.01% 2420
2025
Q1 		$1.61K Hold
23
– – ﹤0.01% 3092
2024
Q4 		$1.61K Sell
23
-25
-52% -$1.82K ﹤0.01% 3086
2024
Q3 		$3.02K Buy
48
+23
+92% +$1.51K ﹤0.01% 2829
2024
Q2 		$1.43K Hold
25
– – ﹤0.01% 2992
2024
Q1 		$1.35K Hold
25
– – ﹤0.01% 2973
2023
Q4 		$1.36K Buy
+25
New +$1.04K ﹤0.01% 2893

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

Principal Securities's AX Position: Q2 2026 in Review

Principal Securities opened a new position in Axos Financial (AX) in Q2 2026: 2,724 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1384 among its holdings. This is a return to the name: Principal Securities previously reported a position in AX as recently as Q3 2025.

Principal Securities first reported a position in AX in Q4 2023 and has held it in 9 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Principal Securities held 2,724 shares of Axos Financial worth $265K as of Q2 2026.
  • Axos Financial was a new Principal Securities position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1384 holding.
  • Principal Securities first reported a position in Axos Financial in Q4 2023 and has held it in 9 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.