Raffa Wealth Management’s Axos Financial AX Stock Holding History

Raffa Wealth 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	$97	Hold	1	–	–	﹤0.01%	1396
2026 Q1	$85	Buy	+1	New	+$91	﹤0.01%	1318

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raffa Wealth Management's AX Position: Q2 2026 in Review

Raffa Wealth Management held its Axos Financial (AX) position steady in Q2 2026 at 1 share worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Raffa Wealth Management first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Raffa Wealth Management held 1 share of Axos Financial worth $97 as of Q2 2026.
Raffa Wealth Management left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1396 holding.
Raffa Wealth Management first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
358 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.