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Atria Wealth Solutions’s Axos Financial AX Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-3,418
Closed -$239K – 1871
2024
Q4 		$239K Sell
3,418
-300
-8% -$21.9K ﹤0.01% 1701
2024
Q3 		$234K Sell
3,718
-935
-20% -$61.5K ﹤0.01% 1676
2024
Q2 		$266K Buy
+4,653
New +$253K ﹤0.01% 1585

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Atria Wealth Solutions's AX Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Axos Financial (AX) in Q1 2025, closing a stake of 3,418 shares — an estimated $239K sold.

Atria Wealth Solutions first reported a position in AX in Q2 2024 and held it in 3 quarters. The position peaked at $266K in Q2 2024. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,418 Axos Financial shares in Q1 2025, an estimated $239K.
  • Atria Wealth Solutions first reported a position in Axos Financial in Q2 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's Axos Financial position peaked at $266K in Q2 2024.
  • 351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.