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Sunbelt Securities’s Axos Financial AX Stock Holding History

Sunbelt Securities’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 		$2.64K Hold
31
– – ﹤0.01% 1850
2025
Q4 		$2.67K Sell
31
-100
-76% -$8.24K ﹤0.01% 1809
2025
Q3 		$11.1K Buy
+131
New +$11.4K ﹤0.01% 1419

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

Sunbelt Securities's AX Position: Q1 2026 in Review

Sunbelt Securities held its Axos Financial (AX) position steady in Q1 2026 at 31 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Sunbelt Securities first reported a position in AX in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.1K in Q3 2025. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Sunbelt Securities held 31 shares of Axos Financial worth $2.64K as of Q1 2026.
  • Sunbelt Securities left its Axos Financial share count unchanged in Q1 2026.
  • Axos Financial made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1850 holding.
  • Sunbelt Securities first reported a position in Axos Financial in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Axos Financial position peaked at $11.1K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.