Retirement Guys Formula
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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
Q3 		$244K Buy
2,824
+264
+10% +$25.5K 0.09% 157
2026
Q2 		$249K Buy
2,560
+17
+0.7% +$1.53K 0.09% 141
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Retirement Guys Formula's AX Position: Q3 2026 in Review

Retirement Guys Formula increased its Axos Financial (AX) stake by 10% in Q3 2026, buying an estimated $25.5K and bringing the position to 2,824 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #157.

Retirement Guys Formula first reported a position in AX in Q2 2025 and has held it in 6 quarters since. The position peaked at $249K in Q2 2026. 234 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • Retirement Guys Formula held 2,824 shares of Axos Financial worth $244K as of Q3 2026.
  • Retirement Guys Formula bought 264 Axos Financial shares in Q3 2026, an estimated $25.5K.
  • Axos Financial made up 0.09% of Retirement Guys Formula's portfolio in Q3 2026, its #157 holding.
  • Retirement Guys Formula first reported a position in Axos Financial in Q2 2025 and has held it in 6 quarters since.
  • Retirement Guys Formula's Axos Financial position peaked at $249K in Q2 2026.
  • 234 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.