AAS
AX icon

Avantax Advisory Services’s Axos Financial AX Stock Holding History

Avantax Advisory Services’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 		$551K Buy
7,250
+62
+0.9% +$4.19K ﹤0.01% 1529
2025
Q1 		$464K Buy
7,188
+67
+0.9% +$4.54K ﹤0.01% 1552
2024
Q4 		$497K Buy
7,121
+48
+0.7% +$3.5K ﹤0.01% 1450
2024
Q3 		$445K Sell
7,073
-39
-0.5% -$2.56K ﹤0.01% 1489
2024
Q2 		$406K Buy
+7,112
New +$387K ﹤0.01% 1500

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

Avantax Advisory Services's AX Position: Q2 2025 in Review

Avantax Advisory Services increased its Axos Financial (AX) stake by 0.86% in Q2 2025, buying an estimated $4.19K and bringing the position to 7,250 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Avantax Advisory Services first reported a position in AX in Q2 2024 and has held it in 5 quarters since. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

  • Avantax Advisory Services held 7,250 shares of Axos Financial worth $551K as of Q2 2025.
  • Avantax Advisory Services bought 62 Axos Financial shares in Q2 2025, an estimated $4.19K.
  • Axos Financial made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1529 holding.
  • Avantax Advisory Services first reported a position in Axos Financial in Q2 2024 and has held it in 5 quarters since.
  • 365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.