Root Financial Partners
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
Q3 		$47.7K Buy
+551
New +$53.1K ﹤0.01% 1119
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's AX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Axos Financial (AX) in Q3 2026: 551 shares worth $47.7K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AX as recently as Q1 2026.

Root Financial Partners first reported a position in AX in Q3 2025 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • Root Financial Partners held 551 shares of Axos Financial worth $47.7K as of Q3 2026.
  • Axos Financial was a new Root Financial Partners position in Q3 2026.
  • Axos Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1119 holding.
  • Root Financial Partners first reported a position in Axos Financial in Q3 2025 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.