DRIVE WEALTH MANAGEMENT, LLC AX — AXOS FINANCIAL INC

Ownership history in DRIVE WEALTH MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

DRIVE WEALTH MANAGEMENT, LLC reported AXOS FINANCIAL INC (AX) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows AX at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DRIVE WEALTH MANAGEMENT, LLC's position in AXOS FINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AX stock page DRIVE WEALTH MANAGEMENT, LLC fund profile DRIVE WEALTH MANAGEMENT, LLC full holdings
How DRIVE WEALTH MANAGEMENT, LLC held AX — position size vs. price
% of Fund (quarterly)    AX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,495 -11 -0.4% 0.04% $243K 2026-07-22 $97.11
2026 Q1 REDUCED — — — 2,506 -2 -0.1% 0.05% $213K 2026-04-14 $93.96
2025 Q4 REDUCED — — — 2,508 -6 -0.2% 0.04% $216K 2026-02-04 $99.17
2025 Q3 INITIATED — — — 2,514 — — 0.05% $213K 2025-10-31 $77.98

🏢 Other funds also holding AX

As of 2026 Q2 — sorted by position size

SHAKER INVESTMENTS LLC/OH 3Y 7Y 12.47% Yorktown Management & Research Co Inc 3Y 7Y 0.36% WASATCH ADVISORS LP 3Y 7Y 0.33% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.2% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 0.16% Palouse Capital Management, Inc. 3Y 7Y 0.13% BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 0.05% Louisiana State Employees Retirement System 3Y 7Y 0.04% Reyes Financial Architecture, Inc. 0.03% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 0.03%

FAQ About DRIVE WEALTH MANAGEMENT, LLC and AX

These are the practical questions this page is built to answer before you even open the full history table.

How long has DRIVE WEALTH MANAGEMENT, LLC reported owning AX?

DRIVE WEALTH MANAGEMENT, LLC reported AX across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AX position in DRIVE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for AX was 0.05% in 2025 Q3.

What is the latest reported AX position on this page?

The most recent filing on this page is 2026 Q2, when DRIVE WEALTH MANAGEMENT, LLC reported 2,495 shares, equal to 0.04% of portfolio, with an estimated market value of $243K.

What does the chart on this AX ownership page compare?

The chart compares DRIVE WEALTH MANAGEMENT, LLC's quarterly AX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DRIVE WEALTH MANAGEMENT, LLC time their AX position?

Based on 13F filing dates vs. subsequent AX price moves, DRIVE WEALTH MANAGEMENT, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AX relative to SPY over the holding period was +18.0%.

← Back to DRIVE WEALTH MANAGEMENT, LLC Holdings