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Sachetta’s Axos Financial AX Stock Holding History

Sachetta’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 		$8.47K Buy
+87
New +$7.84K ﹤0.01% 487
2024
Q3 		– Sell
-28
Closed -$2.21K – 1224
2024
Q2 		$2.21K Buy
+28
New +$1.52K ﹤0.01% 800

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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sachetta's AX Position: Q2 2026 in Review

Sachetta opened a new position in Axos Financial (AX) in Q2 2026: 87 shares worth $8.47K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Sachetta previously reported a position in AX as recently as Q2 2024.

Sachetta first reported a position in AX in Q2 2024 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Sachetta held 87 shares of Axos Financial worth $8.47K as of Q2 2026.
  • Axos Financial was a new Sachetta position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #487 holding.
  • Sachetta first reported a position in Axos Financial in Q2 2024 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.