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Vermillion Wealth Management’s Axos Financial AX Stock Holding History

Vermillion Wealth Management’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 		– Sell
-3
Closed -$255 – 1615
2026
Q1 		$255 Buy
+3
New +$273 ﹤0.01% 1244

Other funds holding AX

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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

Vermillion Wealth Management's AX Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Axos Financial (AX) in Q2 2026, closing a stake of 3 shares — an estimated $255 sold.

Vermillion Wealth Management first reported a position in AX in Q1 2026 and held it in 1 quarter. The position peaked at $255 in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 3 Axos Financial shares in Q2 2026, an estimated $255.
  • Vermillion Wealth Management first reported a position in Axos Financial in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's Axos Financial position peaked at $255 in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.