SA
AX icon

Sanctuary Advisors’s Axos Financial AX Stock Holding History

Sanctuary Advisors’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 		$400K Buy
+4,109
New +$370K ﹤0.01% 2130
2025
Q1 		– Sell
-17,313
Closed -$1.21M – 2203
2024
Q4 		$1.21M Sell
17,313
-3,318
-16% -$242K 0.01% 1149
2024
Q3 		$1.75M Buy
20,631
+10,252
+99% +$674K 0.01% 948
2024
Q2 		$551K Buy
+10,379
New +$565K ﹤0.01% 1579

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's AX Position: Q2 2026 in Review

Sanctuary Advisors opened a new position in Axos Financial (AX) in Q2 2026: 4,109 shares worth $400K. The stake represents ﹤0.01% of the portfolio and ranks #2130 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in AX as recently as Q4 2024.

Sanctuary Advisors first reported a position in AX in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.75M in Q3 2024. 387 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Sanctuary Advisors held 4,109 shares of Axos Financial worth $400K as of Q2 2026.
  • Axos Financial was a new Sanctuary Advisors position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2130 holding.
  • Sanctuary Advisors first reported a position in Axos Financial in Q2 2024 and has held it in 4 quarters since.
  • Sanctuary Advisors's Axos Financial position peaked at $1.75M in Q3 2024.
  • 387 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.