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True Wealth Design’s Axos Financial AX Stock Holding History

True Wealth Design’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 		$42.1K Hold
432
– – 0.01% 560
2026
Q1 		$36.8K Hold
432
– – 0.01% 488
2025
Q4 		$37.2K Sell
432
-1
-0.2% -$82 0.01% 418
2025
Q3 		$36.7K Hold
433
– – 0.01% 409
2025
Q2 		$32.9K Buy
433
+237
+121% +$16K 0.01% 273
2025
Q1 		$12.6K Buy
+196
New +$13.3K ﹤0.01% 418
2024
Q4 		– Sell
-45
Closed -$2.83K – 1372
2024
Q3 		$2.83K Buy
+45
New +$2.96K ﹤0.01% 696

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

True Wealth Design's AX Position: Q2 2026 in Review

True Wealth Design held its Axos Financial (AX) position steady in Q2 2026 at 432 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #560.

True Wealth Design first reported a position in AX in Q3 2024 and has held it in 7 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • True Wealth Design held 432 shares of Axos Financial worth $42.1K as of Q2 2026.
  • True Wealth Design left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #560 holding.
  • True Wealth Design first reported a position in Axos Financial in Q3 2024 and has held it in 7 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.