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Rothschild Investment LLC’s Axos Financial AX Stock Holding History

Rothschild Investment LLC’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 		$10.2K Buy
105
+5
+5% +$451 ﹤0.01% 1863
2026
Q1 		$8.51K Buy
100
+4
+4% +$365 ﹤0.01% 1766
2025
Q4 		$8.27K Buy
96
+16
+20% +$1.32K ﹤0.01% 1646
2025
Q3 		$6.77K Sell
80
-25
-24% -$2.18K ﹤0.01% 1589
2025
Q2 		$7.98K Buy
105
+10
+11% +$676 ﹤0.01% 1305
2025
Q1 		$6.13K Buy
95
+30
+46% +$2.04K ﹤0.01% 1342
2024
Q4 		$4.54K Hold
65
– – ﹤0.01% 1385
2024
Q3 		$4.09K Buy
65
+40
+160% +$2.63K ﹤0.01% 1371
2024
Q2 		$1.43K Hold
25
– – ﹤0.01% 1502
2024
Q1 		$1.35K Buy
+25
New +$1.31K ﹤0.01% 1244

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

Rothschild Investment LLC's AX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Axos Financial (AX) stake by 5% in Q2 2026, buying an estimated $451 and bringing the position to 105 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Rothschild Investment LLC first reported a position in AX in Q1 2024 and has held it in 10 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Rothschild Investment LLC held 105 shares of Axos Financial worth $10.2K as of Q2 2026.
  • Rothschild Investment LLC bought 5 Axos Financial shares in Q2 2026, an estimated $451.
  • Axos Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1863 holding.
  • Rothschild Investment LLC first reported a position in Axos Financial in Q1 2024 and has held it in 10 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.