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Xponance’s Axos Financial AX Stock Holding History

Xponance’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 		$646K Buy
6,638
+363
+6% +$32.7K ﹤0.01% 981
2026
Q1 		$534K Buy
6,275
+354
+6% +$32.3K ﹤0.01% 989
2025
Q4 		$510K Buy
5,921
+30
+0.5% +$2.47K ﹤0.01% 944
2025
Q3 		$499K Sell
5,891
-1,406
-19% -$123K ﹤0.01% 969
2025
Q2 		$555K Sell
7,297
-821
-10% -$55.5K ﹤0.01% 911
2025
Q1 		$524K Buy
8,118
+128
+2% +$8.68K 0.01% 918
2024
Q4 		$558K Buy
7,990
+2,393
+43% +$175K 0.01% 919
2024
Q3 		$352K Sell
5,597
-926
-14% -$60.9K ﹤0.01% 1041
2024
Q2 		$373K Buy
6,523
+1,103
+20% +$60K ﹤0.01% 992
2024
Q1 		$293K Sell
5,420
-166
-3% -$8.73K ﹤0.01% 1070
2023
Q4 		$305K Buy
+5,586
New +$233K ﹤0.01% 1060

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

Xponance's AX Position: Q2 2026 in Review

Xponance increased its Axos Financial (AX) stake by 5.8% in Q2 2026, buying an estimated $32.7K and bringing the position to 6,638 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Xponance first reported a position in AX in Q4 2023 and has held it in 11 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Xponance held 6,638 shares of Axos Financial worth $646K as of Q2 2026.
  • Xponance bought 363 Axos Financial shares in Q2 2026, an estimated $32.7K.
  • Axos Financial made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #981 holding.
  • Xponance first reported a position in Axos Financial in Q4 2023 and has held it in 11 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.