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Transamerica Financial Advisors’s Axos Financial AX Stock Holding History

Transamerica Financial Advisors’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 		$117K Buy
1,206
+153
+15% +$13.8K 0.01% 542
2026
Q1 		$89.6K Buy
1,053
+610
+138% +$55.6K 0.01% 550
2025
Q4 		$38.2K Buy
443
+275
+164% +$22.6K ﹤0.01% 584
2025
Q3 		$14.2K Buy
+168
New +$14.6K ﹤0.01% 666

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

Transamerica Financial Advisors's AX Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Axos Financial (AX) stake by 15% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,206 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #542.

Transamerica Financial Advisors 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.

  • Transamerica Financial Advisors held 1,206 shares of Axos Financial worth $117K as of Q2 2026.
  • Transamerica Financial Advisors bought 153 Axos Financial shares in Q2 2026, an estimated $13.8K.
  • Axos Financial made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #542 holding.
  • Transamerica Financial Advisors 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 Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.