Verdence Capital Advisors’s Axos Financial AX Stock Holding History

Verdence Capital 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	$229K	Sell	2,350 -57	-2%	-$5.14K	0.01%	608
2026 Q1	$205K	Sell	2,407 -239	-9%	-$21.8K	0.01%	604
2025 Q4	$228K	Sell	2,646 -1,528	-37%	-$126K	0.01%	591
2025 Q3	$334K	Buy	4,174 +170	+4%	+$14.8K	0.02%	564
2025 Q2	$304K	Buy	4,004 +206	+5%	+$13.9K	0.02%	547
2025 Q1	$245K	Buy	+3,798	New	+$258K	0.02%	581

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

ACM

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

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

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

SOADOR

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

Verdence Capital Advisors's AX Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Axos Financial (AX) stake by 2.4% in Q2 2026, selling an estimated $5.14K and leaving 2,350 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #608.

Verdence Capital Advisors first reported a position in AX in Q1 2025 and has held it in 6 quarters since. The position peaked at $334K in Q3 2025. 105 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Verdence Capital Advisors held 2,350 shares of Axos Financial worth $229K as of Q2 2026.
Verdence Capital Advisors sold 57 Axos Financial shares in Q2 2026, an estimated $5.14K.
Axos Financial made up 0.01% of Verdence Capital Advisors's portfolio in Q2 2026, its #608 holding.
Verdence Capital Advisors first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
Verdence Capital Advisors's Axos Financial position peaked at $334K in Q3 2025.
105 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.