Wealth Enhancement Advisory Services’s Axos Financial AX Stock Holding History

Wealth Enhancement Advisory Services’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	$4.05M	Buy	41,598 +1,719	+4%	+$155K	0.01%	1150
2026 Q1	$3.4M	Buy	39,879 +217	+0.5%	+$19.8K	0.01%	1103
2025 Q4	$3.59M	Sell	39,662 -757	-2%	-$62.3K	﹤0.01%	1189
2025 Q3	$3.39M	Buy	40,419 +29,833	+282%	+$2.6M	0.01%	1155
2025 Q2	$888K	Buy	10,586 +2,569	+32%	+$174K	﹤0.01%	1828
2025 Q1	$517K	Buy	8,017 +3,901	+95%	+$265K	﹤0.01%	2047
2024 Q4	$288K	Buy	+4,116	New	+$300K	﹤0.01%	2420

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's AX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Axos Financial (AX) stake by 4.3% in Q2 2026, buying an estimated $155K and bringing the position to 41,598 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #1150.

Wealth Enhancement Advisory Services first reported a position in AX in Q4 2024 and has held it in 7 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Wealth Enhancement Advisory Services held 41,598 shares of Axos Financial worth $4.05M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,719 Axos Financial shares in Q2 2026, an estimated $155K.
Axos Financial made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1150 holding.
Wealth Enhancement Advisory Services first reported a position in Axos Financial in Q4 2024 and has held it in 7 quarters since.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.