SWM
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SHP Wealth Management’s Axos Financial AX Stock Holding History

SHP Wealth Management’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 		$8.51K Hold
100
– – ﹤0.01% 946
2025
Q4 		$8.62K Buy
+100
New +$8.24K ﹤0.01% 871

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SHP Wealth Management's AX Position: Q1 2026 in Review

SHP Wealth Management held its Axos Financial (AX) position steady in Q1 2026 at 100 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

SHP Wealth Management first reported a position in AX in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.62K in Q4 2025. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • SHP Wealth Management held 100 shares of Axos Financial worth $8.51K as of Q1 2026.
  • SHP Wealth Management left its Axos Financial share count unchanged in Q1 2026.
  • Axos Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #946 holding.
  • SHP Wealth Management first reported a position in Axos Financial in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Axos Financial position peaked at $8.62K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.