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RAFFA WEALTH MANAGEMENT, LLC’s Axos Financial AX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$97 Hold
1
– – ﹤0.01% 1396
2026
Q1 		$85 Buy
+1
New +$91 ﹤0.01% 1318

Other funds holding AX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Axos Financial (AX) position steady in Q2 2026 at 1 share worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1 share of Axos Financial worth $97 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1396 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.