SL
AX icon

Summitry LLC’s Axos Financial AX Stock Holding History

Summitry LLC’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 		$297K Buy
3,052
+34
+1% +$3.06K 0.01% 246
2026
Q1 		$257K Buy
3,018
+3
+0.1% +$273 0.01% 243
2025
Q4 		$260K Buy
3,015
+451
+18% +$37.1K 0.01% 206
2025
Q3 		$217K Buy
+2,564
New +$223K 0.01% 203

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

Summitry LLC's AX Position: Q2 2026 in Review

Summitry LLC increased its Axos Financial (AX) stake by 1.1% in Q2 2026, buying an estimated $3.06K and bringing the position to 3,052 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #246.

Summitry LLC first reported a position in AX in Q3 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Summitry LLC held 3,052 shares of Axos Financial worth $297K as of Q2 2026.
  • Summitry LLC bought 34 Axos Financial shares in Q2 2026, an estimated $3.06K.
  • Axos Financial made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #246 holding.
  • Summitry LLC first reported a position in Axos Financial in Q3 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.