Abound Wealth Management’s Axos Financial AX Stock Holding History

Abound Wealth Management’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	–	Sell	-3	Closed	-$256	–	1384
2026 Q1	$256	Hold	3	–	–	﹤0.01%	1160
2025 Q4	$259	Hold	3	–	–	﹤0.01%	1099
2025 Q3	$254	Hold	3	–	–	﹤0.01%	1048
2025 Q2	$229	Hold	3	–	–	﹤0.01%	995
2025 Q1	$194	Hold	3	–	–	﹤0.01%	993
2024 Q4	$210	Hold	3	–	–	﹤0.01%	1041
2024 Q3	$189	Buy	+3	New	+$197	﹤0.01%	1196

Other funds holding AX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Torren Management San Diego, California $197M AUM