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Waldron Private Wealth’s Axos Financial AX Stock Holding History

Waldron Private Wealth’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 		$242K Hold
2,487
– – 0.01% 314
2026
Q1 		$212K Hold
2,487
– – 0.01% 328
2025
Q4 		$214K Buy
+2,487
New +$205K 0.01% 308

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

Waldron Private Wealth's AX Position: Q2 2026 in Review

Waldron Private Wealth held its Axos Financial (AX) position steady in Q2 2026 at 2,487 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #314.

Waldron Private Wealth first reported a position in AX in Q4 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Waldron Private Wealth held 2,487 shares of Axos Financial worth $242K as of Q2 2026.
  • Waldron Private Wealth left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #314 holding.
  • Waldron Private Wealth first reported a position in Axos Financial in Q4 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.