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SBI Securities’s Axos Financial AX Stock Holding History

SBI Securities’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 		$97 Hold
1
– – ﹤0.01% 3519
2026
Q1 		$85 Sell
1
-2
-67% -$182 ﹤0.01% 3450
2025
Q4 		$258 Sell
3
-12
-80% -$988 ﹤0.01% 3130
2025
Q3 		$1.27K Buy
15
+2
+15% +$174 ﹤0.01% 2592
2025
Q2 		$989 Hold
13
– – ﹤0.01% 2685
2025
Q1 		$839 Hold
13
– – ﹤0.01% 2655
2024
Q4 		$908 Buy
+13
New +$949 ﹤0.01% 2655

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

SBI Securities's AX Position: Q2 2026 in Review

SBI Securities held its Axos Financial (AX) position steady in Q2 2026 at 1 share worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #3519.

SBI Securities first reported a position in AX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27K in Q3 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • SBI Securities held 1 share of Axos Financial worth $97 as of Q2 2026.
  • SBI Securities left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3519 holding.
  • SBI Securities first reported a position in Axos Financial in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Axos Financial position peaked at $1.27K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.