Axa
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Axa’s Axos Financial AX Stock Holding History

Axa’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
Q3 		– Sell
-84,600
Closed -$6.43M – 162
2025
Q2 		$6.43M Hold
84,600
– – 0.02% 504
2025
Q1 		$5.46M Buy
+84,600
New +$5.74M 0.02% 518
2023
Q4 		– Sell
-5,900
Closed -$223K – 1066
2023
Q3 		$223K Sell
5,900
-6,500
-52% -$275K ﹤0.01% 1012
2023
Q2 		$489K Sell
12,400
-73,300
-86% -$2.84M ﹤0.01% 949
2023
Q1 		$3.16M Buy
+85,700
New +$3.7M 0.01% 670
2019
Q1 		– Sell
-22,200
Closed -$559K – 1314
2018
Q4 		$559K Sell
22,200
-500
-2% -$15.1K ﹤0.01% 1067
2018
Q3 		$781K Sell
22,700
-20,300
-47% -$780K ﹤0.01% 1080
2018
Q2 		$1.76M Buy
43,000
+25,900
+151% +$1.08M 0.01% 889
2018
Q1 		$693K Sell
17,100
-152,200
-90% -$5.55M ﹤0.01% 1084
2017
Q4 		$5.06M Buy
169,300
+20,700
+14% +$563K 0.02% 649
2017
Q3 		$4.23M Buy
148,600
+17,800
+14% +$465K 0.02% 657
2017
Q2 		$3.1M Hold
130,800
– – 0.01% 702
2017
Q1 		$3.42M Buy
130,800
+1,600
+1% +$46.2K 0.02% 672
2016
Q4 		$3.69M Buy
129,200
+65,000
+101% +$1.55M 0.02% 641
2016
Q3 		$1.44M Sell
64,200
-68,800
-52% -$1.34M 0.01% 831
2016
Q2 		$2.35M Buy
133,000
+22,600
+20% +$424K 0.01% 713
2016
Q1 		$2.36M Buy
110,400
+55,200
+100% +$1M 0.01% 721
2015
Q4 		$1.16M Buy
+55,200
New +$1.3M 0.01% 880

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Axa's AX Position: Q3 2025 in Review

Axa sold out of Axos Financial (AX) in Q3 2025, closing a stake of 84,600 shares — an estimated $6.43M sold.

Axa first reported a position in AX in Q4 2015 and held it in 18 quarters. The position peaked at $6.43M in Q2 2025. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Axa reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
  • Axa sold 84,600 Axos Financial shares in Q3 2025, an estimated $6.43M.
  • Axa first reported a position in Axos Financial in Q4 2015 and held it in 18 quarters.
  • Axa's Axos Financial position peaked at $6.43M in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.