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Aquatic Capital Management’s Axos Financial AX Stock Holding History

Aquatic Capital 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
Q1 		$255 Sell
3
-1,081
-100% -$98.5K ﹤0.01% 1301
2025
Q4 		$93.4K Buy
+1,084
New +$89.3K ﹤0.01% 1184
2025
Q3 		– Sell
-17,059
Closed -$1.3M – 1383
2025
Q2 		$1.3M Buy
+17,059
New +$1.15M 0.03% 579
2025
Q1 		– Sell
-16,906
Closed -$1.18M – 1266
2024
Q4 		$1.18M Buy
16,906
+5,106
+43% +$373K 0.03% 503
2024
Q3 		$742K Sell
11,800
-6,500
-36% -$427K 0.02% 562
2024
Q2 		$1.05M Sell
18,300
-15,600
-46% -$849K 0.04% 391
2024
Q1 		$1.83M Buy
33,900
+26,400
+352% +$1.39M 0.06% 264
2023
Q4 		$410K Sell
7,500
-8,500
-53% -$355K 0.01% 678
2023
Q3 		$606K Buy
16,000
+12,500
+357% +$529K 0.03% 442
2023
Q2 		$138K Sell
3,500
-8,200
-70% -$318K 0.01% 756
2023
Q1 		$432K Buy
11,700
+11,400
+3,800% +$492K 0.03% 439
2022
Q4 		$11K Sell
300
-7,100
-96% -$271K ﹤0.01% 1210
2022
Q3 		$253K Buy
+7,400
New +$300K 0.02% 555

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VPM
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State Street
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American Century Companies
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VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return