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
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

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 $3.37T AUM 44.26% 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

Retirement Guys Formula's AX Position: Q2 2026 in Review

Retirement Guys Formula increased its Axos Financial (AX) stake by 0.67% in Q2 2026, buying an estimated $1.53K and bringing the position to 2,560 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #141.

Retirement Guys Formula first reported a position in AX in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Retirement Guys Formula held 2,560 shares of Axos Financial worth $249K as of Q2 2026.
  • Retirement Guys Formula bought 17 Axos Financial shares in Q2 2026, an estimated $1.53K.
  • Axos Financial made up 0.09% of Retirement Guys Formula's portfolio in Q2 2026, its #141 holding.
  • Retirement Guys Formula first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.