AF
AX icon

Aviso Financial’s Axos Financial AX Stock Holding History

Aviso Financial’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 		$774K Sell
9,094
-772
-8% -$70.4K 0.03% 169
2025
Q4 		$850K Sell
9,866
-55
-0.6% -$4.53K 0.03% 163
2025
Q3 		$840K Sell
9,921
-408
-4% -$35.6K 0.03% 174
2025
Q2 		$785K Sell
10,329
-191
-2% -$12.9K 0.04% 173
2025
Q1 		$679K Sell
10,520
-306
-3% -$20.8K 0.03% 179
2024
Q4 		$756K Sell
10,826
-4,682
-30% -$342K 0.04% 177
2024
Q3 		$975K Sell
15,508
-655
-4% -$43.1K 0.05% 148
2024
Q2 		$924K Buy
+16,163
New +$879K 0.05% 145

Other funds holding AX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
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
DAM
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