SC
AX icon

Savant Capital’s Axos Financial AX Stock Holding History

Savant Capital’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 		$205K Buy
+2,100
New +$189K ﹤0.01% 1731
2025
Q1 		– Sell
-5,546
Closed -$387K – 1107
2024
Q4 		$387K Sell
5,546
-488
-8% -$35.6K ﹤0.01% 987
2024
Q3 		$379K Buy
6,034
+35
+0.6% +$2.3K ﹤0.01% 994
2024
Q2 		$343K Sell
5,999
-262
-4% -$14.3K ﹤0.01% 929
2024
Q1 		$338K Buy
+6,261
New +$329K ﹤0.01% 860

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

Savant Capital's AX Position: Q2 2026 in Review

Savant Capital opened a new position in Axos Financial (AX) in Q2 2026: 2,100 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1731 among its holdings. This is a return to the name: Savant Capital previously reported a position in AX as recently as Q4 2024.

Savant Capital first reported a position in AX in Q1 2024 and has held it in 5 quarters since. The position peaked at $387K in Q4 2024. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Savant Capital held 2,100 shares of Axos Financial worth $205K as of Q2 2026.
  • Axos Financial was a new Savant Capital position in Q2 2026.
  • Axos Financial made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1731 holding.
  • Savant Capital first reported a position in Axos Financial in Q1 2024 and has held it in 5 quarters since.
  • Savant Capital's Axos Financial position peaked at $387K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.