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State of Wyoming’s Axos Financial AX Stock Holding History

State of Wyoming’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 		$29.8K Buy
+350
New +$31.9K ﹤0.01% 1633
2025
Q4 		– Sell
-1,414
Closed -$120K – 1812
2025
Q3 		$120K Buy
1,414
+680
+93% +$59.3K 0.01% 1242
2025
Q2 		$55.8K Sell
734
-848
-54% -$57.3K 0.01% 1529
2025
Q1 		$102K Buy
1,582
+34
+2% +$2.31K 0.01% 1190
2024
Q4 		$108K Buy
1,548
+106
+7% +$7.74K 0.01% 1139
2024
Q3 		$90.7K Buy
1,442
+131
+10% +$8.61K 0.01% 1220
2024
Q2 		$74.9K Sell
1,311
-700
-35% -$38.1K 0.01% 1196
2024
Q1 		$109K Buy
2,011
+722
+56% +$38K 0.02% 946
2023
Q4 		$70.4K Buy
1,289
+466
+57% +$19.4K 0.01% 1203
2023
Q3 		$31.2K Buy
823
+256
+45% +$10.8K 0.01% 1401
2023
Q2 		$22.4K Sell
567
-237
-29% -$9.18K 0.01% 1412
2023
Q1 		$29.7K Sell
804
-327
-29% -$14.1K 0.01% 1281
2022
Q4 		$43.2K Buy
1,131
+377
+50% +$14.4K 0.01% 1116
2022
Q3 		$26K Sell
754
-58
-7% -$2.35K 0.01% 1221
2022
Q2 		$29K Sell
812
-944
-54% -$36.3K 0.02% 1271
2022
Q1 		$81K Buy
1,756
+70
+4% +$3.7K 0.04% 749
2021
Q4 		$94K Sell
1,686
-10
-0.6% -$559 0.04% 683
2021
Q3 		$87K Buy
1,696
+606
+56% +$28.8K 0.06% 503
2021
Q2 		$51K Buy
+1,090
New +$50.9K 0.03% 738

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

State of Wyoming's AX Position: Q1 2026 in Review

State of Wyoming opened a new position in Axos Financial (AX) in Q1 2026: 350 shares worth $29.8K. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings. This is a return to the name: State of Wyoming previously reported a position in AX as recently as Q3 2025.

State of Wyoming first reported a position in AX in Q2 2021 and has held it in 19 quarters since. The position peaked at $120K in Q3 2025. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • State of Wyoming held 350 shares of Axos Financial worth $29.8K as of Q1 2026.
  • Axos Financial was a new State of Wyoming position in Q1 2026.
  • Axos Financial made up ﹤0.01% of State of Wyoming's portfolio in Q1 2026, its #1633 holding.
  • State of Wyoming first reported a position in Axos Financial in Q2 2021 and has held it in 19 quarters since.
  • State of Wyoming's Axos Financial position peaked at $120K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on State of Wyoming's 13F filing for Q1 2026, filed 13 May 2026.