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Scarborough Advisors’s Axos Financial AX Stock Holding History

Scarborough 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
Q1 		– Sell
-25
Closed -$2.15K – 762
2025
Q4 		$2.15K Hold
25
– – ﹤0.01% 357
2025
Q3 		$2.12K Hold
25
– – ﹤0.01% 355
2025
Q2 		$1.9K Buy
+25
New +$1.69K ﹤0.01% 350
2024
Q3 		– Sell
-50
Closed -$2.86K – 142
2024
Q2 		$2.86K Hold
50
– – ﹤0.01% 284
2024
Q1 		$2.7K Hold
50
– – ﹤0.01% 288
2023
Q4 		$2.73K Buy
+50
New +$2.09K ﹤0.01% 543

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

Scarborough Advisors's AX Position: Q1 2026 in Review

Scarborough Advisors sold out of Axos Financial (AX) in Q1 2026, closing a stake of 25 shares — an estimated $2.15K sold.

Scarborough Advisors first reported a position in AX in Q4 2023 and held it in 6 quarters. The position peaked at $2.86K in Q2 2024. 386 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Scarborough Advisors reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • Scarborough Advisors sold 25 Axos Financial shares in Q1 2026, an estimated $2.15K.
  • Scarborough Advisors first reported a position in Axos Financial in Q4 2023 and held it in 6 quarters.
  • Scarborough Advisors's Axos Financial position peaked at $2.86K in Q2 2024.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.