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World Investment Advisors’s Axos Financial AX Stock Holding History

World Investment Advisors’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 		$316K Hold
3,709
– – 0.01% 1192
2026
Q1 		$316K Hold
3,709
– – 0.01% 1231
2025
Q4 		$320K Sell
3,709
-112
-3% -$9.22K 0.01% 1150
2025
Q3 		$323K Sell
3,821
-115
-3% -$10K 0.01% 957
2025
Q2 		$299K Buy
3,936
+115
+3% +$7.77K 0.01% 910
2025
Q1 		$247K Hold
3,821
– – 0.01% 939
2024
Q4 		$267K Buy
3,821
+300
+9% +$21.9K 0.01% 868
2024
Q3 		$221K Buy
+3,521
New +$231K 0.01% 834

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

World Investment Advisors's AX Position: Q2 2026 in Review

World Investment Advisors held its Axos Financial (AX) position steady in Q2 2026 at 3,709 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1192.

World Investment Advisors first reported a position in AX in Q3 2024 and has held it in 8 quarters since. The position peaked at $323K in Q3 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • World Investment Advisors held 3,709 shares of Axos Financial worth $316K as of Q2 2026.
  • World Investment Advisors left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1192 holding.
  • World Investment Advisors first reported a position in Axos Financial in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Axos Financial position peaked at $323K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.