Sumitomo Mitsui Trust Group’s Axos Financial AX Stock Holding History

Sumitomo Mitsui Trust 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	$487K	Buy	+5,000	New	+$451K	﹤0.01%	981

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

Sumitomo Mitsui Trust Group's AX Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group opened a new position in Axos Financial (AX) in Q2 2026: 5,000 shares worth $487K. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings.

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

Sumitomo Mitsui Trust Group held 5,000 shares of Axos Financial worth $487K as of Q2 2026.
Axos Financial was a new Sumitomo Mitsui Trust Group position in Q2 2026.
Axos Financial made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #981 holding.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.