Raymond James Financial
AX icon

Raymond James Financial’s Axos Financial AX Stock Holding History

Raymond James Financial’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 		$17M Buy
174,909
+31,344
+22% +$2.82M ﹤0.01% 1676
2026
Q1 		$12.2M Buy
143,565
+8,469
+6% +$772K ﹤0.01% 1847
2025
Q4 		$11.6M Sell
135,096
-46,503
-26% -$3.83M ﹤0.01% 1834
2025
Q3 		$15.4M Buy
181,599
+1,494
+0.8% +$130K ﹤0.01% 1601
2025
Q2 		$13.7M Sell
180,105
-2,624
-1% -$177K ﹤0.01% 1636
2025
Q1 		$11.8M Sell
182,729
-52,981
-22% -$3.59M ﹤0.01% 1685
2024
Q4 		$16.5M Buy
+235,710
New +$17.2M 0.01% 1464

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

Raymond James Financial's AX Position: Q2 2026 in Review

Raymond James Financial increased its Axos Financial (AX) stake by 22% in Q2 2026, buying an estimated $2.82M and bringing the position to 174,909 shares worth $17M. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Raymond James Financial first reported a position in AX in Q4 2024 and has held it in 7 quarters since. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Raymond James Financial held 174,909 shares of Axos Financial worth $17M as of Q2 2026.
  • Raymond James Financial bought 31,344 Axos Financial shares in Q2 2026, an estimated $2.82M.
  • Axos Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1676 holding.
  • Raymond James Financial first reported a position in Axos Financial in Q4 2024 and has held it in 7 quarters since.
  • 387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.