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Twin Peaks Wealth Advisors’s Axos Financial AX Stock Holding History

Twin Peaks Wealth 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
Q1 		$16K Buy
+188
New +$17.1K ﹤0.01% 809
2025
Q3 		– Sell
-248
Closed -$21.8K – 339
2025
Q2 		$21.8K Buy
+248
New +$16.8K 0.01% 573

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Twin Peaks Wealth Advisors's AX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Axos Financial (AX) in Q1 2026: 188 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AX in Q2 2025 and has held it in 2 quarters since. The position peaked at $21.8K in Q2 2025. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 188 shares of Axos Financial worth $16K as of Q1 2026.
  • Axos Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Axos Financial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #809 holding.
  • Twin Peaks Wealth Advisors first reported a position in Axos Financial in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Axos Financial position peaked at $21.8K in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.