Acadian Asset Management
AX icon

Acadian Asset Management’s Axos Financial AX Stock Holding History

Acadian Asset 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
2024
Q4 		– Sell
-1,117
Closed -$70K – 1650
2024
Q3 		$70K Buy
+1,117
New +$73.4K ﹤0.01% 1707
2023
Q1 		– Sell
-3,255
Closed -$124K – 1743
2022
Q4 		$124K Buy
+3,255
New +$124K ﹤0.01% 1394

Other funds holding AX

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management's AX Position: Q4 2024 in Review

Acadian Asset Management sold out of Axos Financial (AX) in Q4 2024, closing a stake of 1,117 shares — an estimated $70K sold.

Acadian Asset Management first reported a position in AX in Q4 2022 and held it in 2 quarters. The position peaked at $124K in Q4 2022. 355 funds tracked by Wall St. Rank hold AX as of Q4 2024.

  • Acadian Asset Management reported no remaining Axos Financial position as of Q4 2024 after selling out during the quarter.
  • Acadian Asset Management sold 1,117 Axos Financial shares in Q4 2024, an estimated $70K.
  • Acadian Asset Management first reported a position in Axos Financial in Q4 2022 and held it in 2 quarters.
  • Acadian Asset Management's Axos Financial position peaked at $124K in Q4 2022.
  • 355 funds tracked by Wall St. Rank held Axos Financial as of Q4 2024.

Based on Acadian Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.