WTC
AX icon

WhitTier Trust Company’s Axos Financial AX Stock Holding History

WhitTier Trust Company’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 		$24.4K Sell
248
-1
-0.4% -$90 ﹤0.01% 884
2026
Q1 		$21.6K Hold
249
– – ﹤0.01% 888
2025
Q4 		$22.6K Sell
249
-4
-2% -$329 ﹤0.01% 882
2025
Q3 		$21.5K Sell
253
-3
-1% -$261 ﹤0.01% 875
2025
Q2 		$19.5K Hold
256
– – ﹤0.01% 1005
2025
Q1 		$16.5K Buy
256
+4
+2% +$271 ﹤0.01% 1013
2024
Q4 		$17.6K Hold
252
– – ﹤0.01% 967
2024
Q3 		$15.8K Buy
+252
New +$16.6K ﹤0.01% 978

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

WhitTier Trust Company's AX Position: Q2 2026 in Review

WhitTier Trust Company reduced its Axos Financial (AX) stake by 0.4% in Q2 2026, selling an estimated $90 and leaving 248 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

WhitTier Trust Company first reported a position in AX in Q3 2024 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • WhitTier Trust Company held 248 shares of Axos Financial worth $24.4K as of Q2 2026.
  • WhitTier Trust Company sold 1 Axos Financial share in Q2 2026, an estimated $90.
  • Axos Financial made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #884 holding.
  • WhitTier Trust Company first reported a position in Axos Financial in Q3 2024 and has held it in 8 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.