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Vision Financial Markets’s Axos Financial AX Stock Holding History

Vision Financial Markets’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
-70
Closed -$5.96K – 415
2026
Q1 		$5.96K Hold
70
– – 0.01% 277
2025
Q4 		$6.03K Hold
70
– – 0.01% 262
2025
Q3 		$5.93K Hold
70
– – 0.01% 288
2025
Q2 		$5.32K Hold
70
– – 0.01% 278
2025
Q1 		$4.52K Buy
+70
New +$4.75K ﹤0.01% 271

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

Vision Financial Markets's AX Position: Q2 2026 in Review

Vision Financial Markets sold out of Axos Financial (AX) in Q2 2026, closing a stake of 70 shares — an estimated $5.96K sold.

Vision Financial Markets first reported a position in AX in Q1 2025 and held it in 5 quarters. The position peaked at $6.03K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Vision Financial Markets reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Vision Financial Markets sold 70 Axos Financial shares in Q2 2026, an estimated $5.96K.
  • Vision Financial Markets first reported a position in Axos Financial in Q1 2025 and held it in 5 quarters.
  • Vision Financial Markets's Axos Financial position peaked at $6.03K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.