BSC
AX icon

BOLTON SECURITIES CORPORATION’s Axos Financial AX Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$20.4K Buy
+240
New +$21.9K ﹤0.01% 1453
2025
Q3 		$20.3K Buy
+240
New +$20.9K ﹤0.01% 1378
2025
Q1 		$15.5K Buy
+240
New +$16.3K ﹤0.01% 1343

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 $3.44T AUM 36.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AX Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Axos Financial (AX) in Q1 2026: 240 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in AX as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in AX in Q1 2025 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 240 shares of Axos Financial worth $20.4K as of Q1 2026.
  • Axos Financial was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Axos Financial made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1453 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Axos Financial in Q1 2025 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.