Argent Capital Management’s Axos Financial AX Stock Holding History

Argent 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	$7.99M	Buy	93,929 +48,172	+105%	+$4.39M	0.25%	64
2025 Q4	$3.94M	Sell	45,757 -7,933	-15%	-$653K	0.11%	77
2025 Q3	$4.54M	Buy	53,690 +14,415	+37%	+$1.26M	0.12%	69
2025 Q2	$2.99M	Buy	39,275 +368	+0.9%	+$24.9K	0.09%	80
2025 Q1	$2.51M	Sell	38,907 -274	-0.7%	-$18.6K	0.08%	84
2024 Q4	$2.74M	Buy	39,181 +5,142	+15%	+$375K	0.08%	81
2024 Q3	$2.14M	Buy	34,039 +25,665	+306%	+$1.69M	0.06%	84
2024 Q2	$479K	Buy	8,374 +2,375	+40%	+$129K	0.01%	119
2024 Q1	$324K	Buy	5,999 +567	+10%	+$29.8K	0.01%	132
2023 Q4	$297K	Buy	+5,432	New	+$227K	0.01%	137
2014 Q4	–	Sell	-81,460	Closed	-$1.48M	–	175
2014 Q3	$1.48M	Hold	81,460	–	–	0.08%	117
2014 Q2	$1.5M	Hold	81,460	–	–	0.08%	115
2014 Q1	$1.75M	Sell	81,460 -6,096	-7%	-$131K	0.1%	112
2013 Q4	$1.72M	Hold	87,556	–	–	0.1%	112
2013 Q3	$1.42M	Sell	87,556 -41,200	-32%	-$614K	0.09%	106
2013 Q2	$1.48M	Buy	+128,756	New	+$1.34M	0.09%	104

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