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Vise Technologies’s Axos Financial AX Stock Holding History

Vise Technologies’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 		$345K Sell
3,544
-1,169
-25% -$105K ﹤0.01% 1363
2026
Q1 		$406K Hold
4,713
– – 0.01% 991
2025
Q4 		$406K Buy
4,713
+1,387
+42% +$114K 0.01% 997
2025
Q3 		$282K Sell
3,326
-875
-21% -$76.3K 0.01% 923
2025
Q2 		$319K Buy
+4,201
New +$284K 0.01% 820

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

Vise Technologies's AX Position: Q2 2026 in Review

Vise Technologies reduced its Axos Financial (AX) stake by 25% in Q2 2026, selling an estimated $105K and leaving 3,544 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Vise Technologies first reported a position in AX in Q2 2025 and has held it in 5 quarters since. The position peaked at $406K in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Vise Technologies held 3,544 shares of Axos Financial worth $345K as of Q2 2026.
  • Vise Technologies sold 1,169 Axos Financial shares in Q2 2026, an estimated $105K.
  • Axos Financial made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1363 holding.
  • Vise Technologies first reported a position in Axos Financial in Q2 2025 and has held it in 5 quarters since.
  • Vise Technologies's Axos Financial position peaked at $406K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.