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UMB Bank’s Axos Financial AX Stock Holding History

UMB Bank’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 		$36.9K Buy
379
+31
+9% +$2.79K ﹤0.01% 1446
2026
Q1 		$29.6K Buy
348
+4
+1% +$365 ﹤0.01% 1461
2025
Q4 		$29.6K Buy
344
+57
+20% +$4.7K ﹤0.01% 1426
2025
Q3 		$24.3K Buy
287
+38
+15% +$3.31K ﹤0.01% 1384
2025
Q2 		$18.9K Buy
249
+55
+28% +$3.72K ﹤0.01% 1391
2025
Q1 		$12.5K Buy
194
+69
+55% +$4.68K ﹤0.01% 1465
2024
Q4 		$8.73K Sell
125
-3
-2% -$219 ﹤0.01% 1513
2024
Q3 		$8.05K Buy
128
+65
+103% +$4.27K ﹤0.01% 1559
2024
Q2 		$3.6K Buy
63
+42
+200% +$2.28K ﹤0.01% 1555
2024
Q1 		$1.14K Buy
+21
New +$1.1K ﹤0.01% 1725
2023
Q4 		– Sell
-106
Closed -$4.01K – 1617
2023
Q3 		$4.01K Sell
106
-143
-57% -$6.05K ﹤0.01% 1454
2023
Q2 		$9.82K Buy
249
+143
+135% +$5.54K ﹤0.01% 1304
2023
Q1 		$3.91K Hold
106
– – ﹤0.01% 1451
2022
Q4 		$4K Hold
106
– – ﹤0.01% 1450
2022
Q3 		$4K Hold
106
– – ﹤0.01% 1484
2022
Q2 		$4K Hold
106
– – ﹤0.01% 1606
2022
Q1 		$5K Hold
106
– – ﹤0.01% 1644
2021
Q4 		$6K Buy
+106
New +$5.93K ﹤0.01% 1570

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

UMB Bank's AX Position: Q2 2026 in Review

UMB Bank increased its Axos Financial (AX) stake by 8.9% in Q2 2026, buying an estimated $2.79K and bringing the position to 379 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

UMB Bank first reported a position in AX in Q4 2021 and has held it in 18 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • UMB Bank held 379 shares of Axos Financial worth $36.9K as of Q2 2026.
  • UMB Bank bought 31 Axos Financial shares in Q2 2026, an estimated $2.79K.
  • Axos Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1446 holding.
  • UMB Bank first reported a position in Axos Financial in Q4 2021 and has held it in 18 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.