RFP
AX icon

Root Financial Partners’s Axos Financial AX Stock Holding History

Root Financial Partners’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 		– Sell
-506
Closed -$43.1K – 664
2026
Q1 		$43.1K Buy
506
+12
+2% +$1.09K ﹤0.01% 940
2025
Q4 		$42.6K Buy
494
+21
+4% +$1.73K ﹤0.01% 781
2025
Q3 		$40K Buy
+473
New +$41.2K ﹤0.01% 755

Other funds holding AX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Root Financial Partners's AX Position: Q2 2026 in Review

Root Financial Partners sold out of Axos Financial (AX) in Q2 2026, closing a stake of 506 shares — an estimated $43.1K sold.

Root Financial Partners first reported a position in AX in Q3 2025 and held it in 3 quarters. The position peaked at $43.1K in Q1 2026. 84 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Root Financial Partners reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 506 Axos Financial shares in Q2 2026, an estimated $43.1K.
  • Root Financial Partners first reported a position in Axos Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Axos Financial position peaked at $43.1K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.