Stone House Investment Management’s Axos Financial AX Stock Holding History

Stone House Investment 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	$682	Buy	+7	New	+$631	﹤0.01%	950

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

Stone House Investment Management's AX Position: Q2 2026 in Review

Stone House Investment Management opened a new position in Axos Financial (AX) in Q2 2026: 7 shares worth $682. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings.

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

Stone House Investment Management held 7 shares of Axos Financial worth $682 as of Q2 2026.
Axos Financial was a new Stone House Investment Management position in Q2 2026.
Axos Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #950 holding.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.