AWM
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Avior Wealth Management’s Axos Financial AX Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-1,486
Closed -$104K – 861
2024
Q4 		$104K Buy
1,486
+676
+83% +$49.4K ﹤0.01% 886
2024
Q3 		$50.9K Hold
810
– – ﹤0.01% 1109
2024
Q2 		$46.3K Sell
810
-11
-1% -$598 ﹤0.01% 1120
2024
Q1 		$44.4K Buy
821
+11
+1% +$579 ﹤0.01% 1276
2023
Q4 		$44.2K Hold
810
– – ﹤0.01% 748
2023
Q3 		$30.7K Buy
810
+410
+103% +$17.3K ﹤0.01% 866
2023
Q2 		$15.8K Hold
400
– – ﹤0.01% 968
2023
Q1 		$14.8K Hold
400
– – ﹤0.01% 995
2022
Q4 		$15.3K Hold
400
– – ﹤0.01% 792
2022
Q3 		$13K Hold
400
– – ﹤0.01% 806
2022
Q2 		$14K Buy
+400
New +$15.4K ﹤0.01% 718

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

Avior Wealth Management's AX Position: Q1 2025 in Review

Avior Wealth Management sold out of Axos Financial (AX) in Q1 2025, closing a stake of 1,486 shares — an estimated $104K sold.

Avior Wealth Management first reported a position in AX in Q2 2022 and held it in 11 quarters. The position peaked at $104K in Q4 2024. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

  • Avior Wealth Management reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,486 Axos Financial shares in Q1 2025, an estimated $104K.
  • Avior Wealth Management first reported a position in Axos Financial in Q2 2022 and held it in 11 quarters.
  • Avior Wealth Management's Axos Financial position peaked at $104K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.