SAG
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SageView Advisory Group’s Axos Financial AX Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-114
Closed -$9.82K – 730
2025
Q4 		$9.82K Buy
+114
New +$9.39K ﹤0.01% 1719

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SageView Advisory Group's AX Position: Q1 2026 in Review

SageView Advisory Group sold out of Axos Financial (AX) in Q1 2026, closing a stake of 114 shares — an estimated $9.82K sold.

SageView Advisory Group first reported a position in AX in Q4 2025 and held it in 1 quarter. The position peaked at $9.82K in Q4 2025. 386 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • SageView Advisory Group reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 114 Axos Financial shares in Q1 2026, an estimated $9.82K.
  • SageView Advisory Group first reported a position in Axos Financial in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Axos Financial position peaked at $9.82K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.