SWGC
AX icon

Summit Wealth Group (Colorado)’s Axos Financial AX Stock Holding History

Summit Wealth Group (Colorado)’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 		$269K Buy
2,764
+14
+0.5% +$1.26K 0.02% 322
2026
Q1 		$234K Buy
+2,750
New +$251K 0.02% 301

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

Summit Wealth Group (Colorado)'s AX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Axos Financial (AX) stake by 0.51% in Q2 2026, buying an estimated $1.26K and bringing the position to 2,764 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #322.

Summit Wealth Group (Colorado) first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,764 shares of Axos Financial worth $269K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 14 Axos Financial shares in Q2 2026, an estimated $1.26K.
  • Axos Financial made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #322 holding.
  • Summit Wealth Group (Colorado) first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.