Smartleaf Asset Management’s Axos Financial AX Stock Holding History

Smartleaf Asset 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 Q2	$94.4K	Hold	980	–	–	﹤0.01%	1201
2026 Q1	$81.2K	Sell	980 -692	-41%	-$63.1K	﹤0.01%	1223
2025 Q4	$145K	Buy	1,672 +93	+6%	+$7.66K	0.01%	978
2025 Q3	$136K	Buy	1,579 +74	+5%	+$6.45K	0.01%	899
2025 Q2	$116K	Sell	1,505 -14	-0.9%	-$946	0.01%	810
2025 Q1	$96.5K	Buy	1,519 +10	+0.7%	+$678	0.01%	845
2024 Q4	$107K	Buy	1,509 +1,222	+426%	+$89.2K	0.01%	808
2024 Q3	$17.9K	Buy	287 +125	+77%	+$8.22K	﹤0.01%	1414
2024 Q2	$8.94K	Buy	+162	New	+$8.81K	﹤0.01%	1470

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

Smartleaf Asset Management's AX Position: Q2 2026 in Review

Smartleaf Asset Management held its Axos Financial (AX) position steady in Q2 2026 at 980 shares worth $94.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Smartleaf Asset Management first reported a position in AX in Q2 2024 and has held it in 9 quarters since. The position peaked at $145K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Smartleaf Asset Management held 980 shares of Axos Financial worth $94.4K as of Q2 2026.
Smartleaf Asset Management left its Axos Financial share count unchanged in Q2 2026.
Axos Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1201 holding.
Smartleaf Asset Management first reported a position in Axos Financial in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Axos Financial position peaked at $145K in Q4 2025.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.