Western Wealth Management’s Axos Financial AX Stock Holding History

Western Wealth Management’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	$467K	Sell	4,800 -54	-1%	-$4.87K	0.02%	702
2026 Q1	$413K	Buy	+4,854	New	+$442K	0.02%	692
2025 Q1	–	Sell	-4,800	Closed	-$335K	–	685
2024 Q4	$335K	Buy	+4,800	New	+$350K	0.02%	575

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

Western Wealth Management's AX Position: Q2 2026 in Review

Western Wealth Management reduced its Axos Financial (AX) stake by 1.1% in Q2 2026, selling an estimated $4.87K and leaving 4,800 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #702.

Western Wealth Management first reported a position in AX in Q4 2024 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Western Wealth Management held 4,800 shares of Axos Financial worth $467K as of Q2 2026.
Western Wealth Management sold 54 Axos Financial shares in Q2 2026, an estimated $4.87K.
Axos Financial made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #702 holding.
Western Wealth Management first reported a position in Axos Financial in Q4 2024 and has held it in 3 quarters since.
385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.