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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Financial's AX Position: Q1 2026 in Review

Raymond James Financial increased its Axos Financial (AX) stake by 6.3% in Q1 2026, buying an estimated $772K and bringing the position to 143,565 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Raymond James Financial first reported a position in AX in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.5M in Q4 2024. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

Raymond James Financial held 143,565 shares of Axos Financial worth $12.2M as of Q1 2026.
Raymond James Financial bought 8,469 Axos Financial shares in Q1 2026, an estimated $772K.
Axos Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1847 holding.
Raymond James Financial first reported a position in Axos Financial in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Axos Financial position peaked at $16.5M in Q4 2024.
384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.