AIM
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Aigen Investment Management’s Axos Financial AX Stock Holding History

Aigen Investment 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
2025
Q2 		– Sell
-3,220
Closed -$208K – 789
2025
Q1 		$208K Sell
3,220
-1,306
-29% -$88.6K 0.03% 623
2024
Q4 		$316K Sell
4,526
-629
-12% -$45.9K 0.06% 463
2024
Q3 		$324K Buy
+5,155
New +$339K 0.06% 445
2024
Q2 		– Sell
-4,675
Closed -$253K – 772
2024
Q1 		$253K Buy
+4,675
New +$246K 0.06% 485
2022
Q3 		– Sell
-14,618
Closed -$524K – 582
2022
Q2 		$524K Buy
14,618
+5,787
+66% +$222K 0.09% 296
2022
Q1 		$410K Buy
+8,831
New +$467K 0.07% 314
2020
Q2 		– Sell
-3,421
Closed -$62K – 832
2020
Q1 		$62K Buy
+3,421
New +$86K 0.01% 943

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Aigen Investment Management's AX Position: Q2 2025 in Review

Aigen Investment Management sold out of Axos Financial (AX) in Q2 2025, closing a stake of 3,220 shares — an estimated $208K sold.

Aigen Investment Management first reported a position in AX in Q1 2020 and held it in 7 quarters. The position peaked at $524K in Q2 2022. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

  • Aigen Investment Management reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
  • Aigen Investment Management sold 3,220 Axos Financial shares in Q2 2025, an estimated $208K.
  • Aigen Investment Management first reported a position in Axos Financial in Q1 2020 and held it in 7 quarters.
  • Aigen Investment Management's Axos Financial position peaked at $524K in Q2 2022.
  • 365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.