Destination Wealth Management

Position in AX — Axos Financial, Inc.

CIK 1278573 WALNUT CREEK, CA

Position in AX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,376,316

+$300,120 QoQ

Shares Held

24,400

0.0% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#113

of 381 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Destination Wealth Management holds $6,218,142 across 5 Banks - Regional names. AX ranks #1 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AX	Axos Financial, Inc. This page	24,400	$2,376,316
2	WABC	Westamerica Bancorporation	36,168	$2,121,976
3	CWBC	Community West Bancshares	42,723	$1,147,539
4	CVBF	Cvb Financial Corp	16,055	$362,040
5	PNC	Pnc Financial Services Group, Inc.	854	$210,271

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,376,316	24,400	0.0%	Shares	Sole	2026-08-14
2026-03-31	$2,076,196	24,400	0.0%	Shares	Sole	2026-05-15
2025-12-31	$2,102,304	24,400	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.