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Sound Income Strategies’s Axos Financial AX Stock Holding History

Sound Income Strategies’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 		– Sell
-101
Closed -$8.68K – 632
2026
Q1 		$8.68K Hold
101
– – ﹤0.01% 1577
2025
Q4 		$9.54K Buy
+101
New +$8.32K ﹤0.01% 1495

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

Sound Income Strategies's AX Position: Q2 2026 in Review

Sound Income Strategies sold out of Axos Financial (AX) in Q2 2026, closing a stake of 101 shares — an estimated $8.68K sold.

Sound Income Strategies first reported a position in AX in Q4 2025 and held it in 2 quarters. The position peaked at $9.54K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Sound Income Strategies reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 101 Axos Financial shares in Q2 2026, an estimated $8.68K.
  • Sound Income Strategies first reported a position in Axos Financial in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Axos Financial position peaked at $9.54K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.