Arax Advisory Partners’s Axos Financial AX Stock Holding History

Arax Advisory 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
2026 Q1	$93.6K	Sell	1,100 -532	-33%	-$48.5K	﹤0.01%	1420
2025 Q4	$141K	Sell	1,632 -3,432	-68%	-$283K	﹤0.01%	1182
2025 Q3	$429K	Buy	5,064 +4,038	+394%	+$352K	0.01%	966
2025 Q2	$78K	Buy	1,026 +40	+4%	+$2.7K	﹤0.01%	1044
2025 Q1	$63.6K	Sell	986 -111	-10%	-$7.53K	﹤0.01%	867
2024 Q4	$76.6K	Buy	1,097 +773	+239%	+$56.4K	﹤0.01%	761
2024 Q3	$20.4K	Buy	324 +16	+5%	+$1.05K	﹤0.01%	1075
2024 Q2	$17.6K	Buy	308 +134	+77%	+$7.29K	﹤0.01%	1020
2024 Q1	$9.4K	Hold	174	–	–	﹤0.01%	785
2023 Q4	$9.5K	Hold	174	–	–	﹤0.01%	768
2023 Q3	$6.59K	Hold	174	–	–	﹤0.01%	816
2023 Q2	$6.86K	Hold	174	–	–	﹤0.01%	790
2023 Q1	$6.42K	Hold	174	–	–	﹤0.01%	784
2022 Q4	$6.65K	Hold	174	–	–	﹤0.01%	721
2022 Q3	$6K	Hold	174	–	–	﹤0.01%	738
2022 Q2	$6K	Hold	174	–	–	﹤0.01%	722
2022 Q1	$8K	Hold	174	–	–	﹤0.01%	679
2021 Q4	$10K	Hold	174	–	–	﹤0.01%	647
2021 Q3	$9K	Buy	+174	New	+$8.26K	﹤0.01%	652

Other funds holding AX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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