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Salomon & Ludwin’s Axos Financial AX Stock Holding History

Salomon & Ludwin’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 		$70K Buy
708
+267
+61% +$24.1K 0.01% 387
2026
Q1 		$37.6K Hold
441
– – ﹤0.01% 651
2025
Q4 		$39.5K Buy
441
+133
+43% +$11K ﹤0.01% 490
2025
Q3 		$26.2K Buy
+308
New +$26.8K ﹤0.01% 648

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

Salomon & Ludwin's AX Position: Q2 2026 in Review

Salomon & Ludwin increased its Axos Financial (AX) stake by 61% in Q2 2026, buying an estimated $24.1K and bringing the position to 708 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #387.

Salomon & Ludwin first reported a position in AX in Q3 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Salomon & Ludwin held 708 shares of Axos Financial worth $70K as of Q2 2026.
  • Salomon & Ludwin bought 267 Axos Financial shares in Q2 2026, an estimated $24.1K.
  • Axos Financial made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #387 holding.
  • Salomon & Ludwin first reported a position in Axos Financial in Q3 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.