Silver Grove Financial Group’s Axos Financial AX Stock Holding History

Silver Grove Financial Group’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	$1.27K	Buy	+13	New	+$1.17K	﹤0.01%	1783

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Silver Grove Financial Group's AX Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Axos Financial (AX) in Q2 2026: 13 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #1783 among its holdings.

384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Silver Grove Financial Group held 13 shares of Axos Financial worth $1.27K as of Q2 2026.
Axos Financial was a new Silver Grove Financial Group position in Q2 2026.
Axos Financial made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1783 holding.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.