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Vermillion & White Wealth Management Group’s Axos Financial AX Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-57
Closed -$4.91K – 108
2025
Q4 		$4.91K Hold
57
– – ﹤0.01% 419
2025
Q3 		$4.83K Hold
57
– – ﹤0.01% 422
2025
Q2 		$4.33K Sell
57
-3
-5% -$203 ﹤0.01% 394
2025
Q1 		$3.87K Buy
+60
New +$4.07K ﹤0.01% 386

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

Vermillion & White Wealth Management Group's AX Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Axos Financial (AX) in Q1 2026, closing a stake of 57 shares — an estimated $4.91K sold.

Vermillion & White Wealth Management Group first reported a position in AX in Q1 2025 and held it in 4 quarters. The position peaked at $4.91K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 57 Axos Financial shares in Q1 2026, an estimated $4.91K.
  • Vermillion & White Wealth Management Group first reported a position in Axos Financial in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Axos Financial position peaked at $4.91K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.