Truist Financial
AX icon

Truist Financial’s Axos Financial AX Stock Holding History

Truist Financial’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 		$1.4M Buy
14,398
+902
+7% +$81.3K ﹤0.01% 1573
2026
Q1 		$1.15M Buy
13,496
+1,498
+12% +$137K ﹤0.01% 1622
2025
Q4 		$1.03M Sell
11,998
-365
-3% -$30.1K ﹤0.01% 1649
2025
Q3 		$1.05M Sell
12,363
-120
-1% -$10.5K ﹤0.01% 1640
2025
Q2 		$949K Buy
12,483
+2,457
+25% +$166K ﹤0.01% 1626
2025
Q1 		$647K Buy
10,026
+496
+5% +$33.6K ﹤0.01% 1729
2024
Q4 		$666K Sell
9,530
-584
-6% -$42.6K ﹤0.01% 1737
2024
Q3 		$636K Sell
10,114
-10,403
-51% -$684K ﹤0.01% 1738
2024
Q2 		$1.17M Buy
20,517
+950
+5% +$51.7K ﹤0.01% 1526
2024
Q1 		$1.06M Buy
19,567
+44
+0.2% +$2.31K ﹤0.01% 1589
2023
Q4 		$1.07M Sell
19,523
-3,717
-16% -$155K ﹤0.01% 1559
2023
Q3 		$880K Sell
23,240
-2,342
-9% -$99.1K ﹤0.01% 1624
2023
Q2 		$1.01M Buy
25,582
+5,451
+27% +$211K ﹤0.01% 1583
2023
Q1 		$743K Sell
20,131
-19,673
-49% -$849K ﹤0.01% 1723
2022
Q4 		$1.52M Sell
39,804
-1,789
-4% -$68.2K ﹤0.01% 1340
2022
Q3 		$1.42M Buy
41,593
+4,163
+11% +$168K ﹤0.01% 1349
2022
Q2 		$1.34M Buy
37,430
+8,334
+29% +$320K ﹤0.01% 1411
2022
Q1 		$1.35M Buy
29,096
+32
+0.1% +$1.69K ﹤0.01% 1475
2021
Q4 		$1.63M Sell
29,064
-1,971
-6% -$110K ﹤0.01% 1394
2021
Q3 		$1.6M Buy
31,035
+1,737
+6% +$82.4K ﹤0.01% 1382
2021
Q2 		$1.36M Sell
29,298
-13,247
-31% -$619K ﹤0.01% 1473
2021
Q1 		$2M Buy
42,545
+15,003
+54% +$676K ﹤0.01% 1234
2020
Q4 		$1.03M Buy
27,542
+6,371
+30% +$201K ﹤0.01% 1457
2020
Q3 		$493K Buy
+21,171
New +$484K ﹤0.01% 1741

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

Truist Financial's AX Position: Q2 2026 in Review

Truist Financial increased its Axos Financial (AX) stake by 6.7% in Q2 2026, buying an estimated $81.3K and bringing the position to 14,398 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Truist Financial first reported a position in AX in Q3 2020 and has held it in 24 quarters since. The position peaked at $2M in Q1 2021. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Truist Financial held 14,398 shares of Axos Financial worth $1.4M as of Q2 2026.
  • Truist Financial bought 902 Axos Financial shares in Q2 2026, an estimated $81.3K.
  • Axos Financial made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1573 holding.
  • Truist Financial first reported a position in Axos Financial in Q3 2020 and has held it in 24 quarters since.
  • Truist Financial's Axos Financial position peaked at $2M in Q1 2021.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.