Valued Wealth Advisors’s Axos Financial AX Stock Holding History

Valued 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 Q2	$7.11K	Buy	+73	New	+$6.58K	﹤0.01%	373

Other funds holding AX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Valued Wealth Advisors's AX Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Axos Financial (AX) in Q2 2026: 73 shares worth $7.11K. The stake represents ﹤0.01% of the portfolio and ranks #373 among its holdings.

61 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Valued Wealth Advisors held 73 shares of Axos Financial worth $7.11K as of Q2 2026.
Axos Financial was a new Valued Wealth Advisors position in Q2 2026.
Axos Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #373 holding.
61 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.