T
AX icon

Tidemark’s Axos Financial AX Stock Holding History

Tidemark’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 		$21.8K Hold
224
– – ﹤0.01% 401
2026
Q1 		$19.1K Hold
224
– – ﹤0.01% 376
2025
Q4 		$19.3K Hold
224
– – 0.01% 356
2025
Q3 		$19K Sell
224
-148
-40% -$12.9K 0.01% 369
2025
Q2 		$28.3K Buy
372
+287
+338% +$19.4K 0.01% 319
2025
Q1 		$5.48K Buy
+85
New +$5.76K ﹤0.01% 504

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

Tidemark's AX Position: Q2 2026 in Review

Tidemark held its Axos Financial (AX) position steady in Q2 2026 at 224 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Tidemark first reported a position in AX in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.3K in Q2 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Tidemark held 224 shares of Axos Financial worth $21.8K as of Q2 2026.
  • Tidemark left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #401 holding.
  • Tidemark first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
  • Tidemark's Axos Financial position peaked at $28.3K in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.