RGF
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Retirement Guys Formula’s Axos Financial AX Stock Holding History

Retirement Guys Formula’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 		$216K Buy
2,543
+94
+4% +$8.57K 0.1% 139
2025
Q4 		$211K Buy
2,449
+30
+1% +$2.47K 0.1% 145
2025
Q3 		$205K Sell
2,419
-411
-15% -$35.8K 0.07% 165
2025
Q2 		$215K Buy
+2,830
New +$191K 0.08% 130

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Retirement Guys Formula's AX Position: Q1 2026 in Review

Retirement Guys Formula increased its Axos Financial (AX) stake by 3.8% in Q1 2026, buying an estimated $8.57K and bringing the position to 2,543 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #139.

Retirement Guys Formula first reported a position in AX in Q2 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Retirement Guys Formula held 2,543 shares of Axos Financial worth $216K as of Q1 2026.
  • Retirement Guys Formula bought 94 Axos Financial shares in Q1 2026, an estimated $8.57K.
  • Axos Financial made up 0.1% of Retirement Guys Formula's portfolio in Q1 2026, its #139 holding.
  • Retirement Guys Formula first reported a position in Axos Financial in Q2 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.