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Advantage Alpha Capital Partners’s Axos Financial AX Stock Holding History

Advantage Alpha Capital Partners’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
2025
Q4 		– Sell
-2,388
Closed -$202K – 14
2025
Q3 		$202K Buy
+2,388
New +$208K 0.06% 130
2025
Q2 		– Sell
-3,321
Closed -$214K – 122
2025
Q1 		$214K Sell
3,321
-5,150
-61% -$349K 0.05% 136
2024
Q4 		$592K Buy
8,471
+961
+13% +$70.2K 0.14% 118
2024
Q3 		$472K Buy
7,510
+591
+9% +$38.8K 0.11% 139
2024
Q2 		$395K Sell
6,919
-727
-10% -$39.5K 0.09% 116
2024
Q1 		$413K Sell
7,646
-2,541
-25% -$134K 0.08% 128
2023
Q4 		$556K Buy
+10,187
New +$425K 0.11% 105
2022
Q3 		– Sell
-10,184
Closed -$365K – 92
2022
Q2 		$365K Sell
10,184
-788
-7% -$30.3K 0.06% 102
2022
Q1 		$509K Sell
10,972
-14,237
-56% -$752K 0.08% 113
2021
Q4 		$1.41M Buy
25,209
+4,680
+23% +$262K 0.2% 93
2021
Q3 		$1.06M Sell
20,529
-5,247
-20% -$249K 0.19% 94
2021
Q2 		$1.2M Buy
25,776
+743
+3% +$34.7K 0.23% 97
2021
Q1 		$1.18M Buy
25,033
+1,609
+7% +$72.5K 0.25% 98
2020
Q4 		$879K Buy
+23,424
New +$741K 0.19% 90

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advantage Alpha Capital Partners's AX Position: Q4 2025 in Review

Advantage Alpha Capital Partners sold out of Axos Financial (AX) in Q4 2025, closing a stake of 2,388 shares — an estimated $202K sold.

Advantage Alpha Capital Partners first reported a position in AX in Q4 2020 and held it in 14 quarters. The position peaked at $1.41M in Q4 2021. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • Advantage Alpha Capital Partners reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 2,388 Axos Financial shares in Q4 2025, an estimated $202K.
  • Advantage Alpha Capital Partners first reported a position in Axos Financial in Q4 2020 and held it in 14 quarters.
  • Advantage Alpha Capital Partners's Axos Financial position peaked at $1.41M in Q4 2021.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q4 2025.