VFG
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Victory Financial Group’s Axos Financial AX Stock Holding History

Victory Financial 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
Q2 		$303K Buy
3,109
+439
+16% +$39.6K 0.03% 291
2026
Q1 		$227K Sell
2,670
-970
-27% -$88.4K 0.03% 312
2025
Q4 		$314K Buy
+3,640
New +$300K 0.04% 229

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

Victory Financial Group's AX Position: Q2 2026 in Review

Victory Financial Group increased its Axos Financial (AX) stake by 16% in Q2 2026, buying an estimated $39.6K and bringing the position to 3,109 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #291.

Victory Financial Group first reported a position in AX in Q4 2025 and has held it in 3 quarters since. The position peaked at $314K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Victory Financial Group held 3,109 shares of Axos Financial worth $303K as of Q2 2026.
  • Victory Financial Group bought 439 Axos Financial shares in Q2 2026, an estimated $39.6K.
  • Axos Financial made up 0.03% of Victory Financial Group's portfolio in Q2 2026, its #291 holding.
  • Victory Financial Group first reported a position in Axos Financial in Q4 2025 and has held it in 3 quarters since.
  • Victory Financial Group's Axos Financial position peaked at $314K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.