Tidal Investments’s Axos Financial AX Stock Holding History

Tidal Investments’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	$215K	Buy	+2,203	New	+$199K	﹤0.01%	2431
2025 Q4	–	Sell	-6,039	Closed	-$511K	–	2139
2025 Q3	$511K	Buy	+6,039	New	+$526K	﹤0.01%	1563
2024 Q3	–	Sell	-28,675	Closed	-$1.64M	–	1838
2024 Q2	$1.64M	Buy	28,675 +381	+1%	+$20.7K	0.02%	648
2024 Q1	$1.53M	Buy	28,294 +2,787	+11%	+$147K	0.03%	663
2023 Q4	$1.39M	Sell	25,507 -33,505	-57%	-$1.4M	0.03%	497
2023 Q3	$2.23M	Buy	59,012 +27,469	+87%	+$1.16M	0.07%	283
2023 Q2	$1.24M	Buy	+31,543	New	+$1.22M	0.04%	462

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

Tidal Investments's AX Position: Q2 2026 in Review

Tidal Investments opened a new position in Axos Financial (AX) in Q2 2026: 2,203 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #2431 among its holdings. This is a return to the name: Tidal Investments previously reported a position in AX as recently as Q3 2025.

Tidal Investments first reported a position in AX in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.23M in Q3 2023. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Tidal Investments held 2,203 shares of Axos Financial worth $215K as of Q2 2026.
Axos Financial was a new Tidal Investments position in Q2 2026.
Axos Financial made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2431 holding.
Tidal Investments first reported a position in Axos Financial in Q2 2023 and has held it in 7 quarters since.
Tidal Investments's Axos Financial position peaked at $2.23M in Q3 2023.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.