AA
AX icon

Axiom Advisory’s Axos Financial AX Stock Holding History

Axiom Advisory’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
2024
Q3 		$2.84M Buy
43,264
+676
+2% +$44.4K 0.03% 87
2024
Q2 		$2.32M Buy
+42,588
New +$2.32M 0.03% 96

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axiom Advisory's AX Position: Q3 2024 in Review

Axiom Advisory increased its Axos Financial (AX) stake by 1.6% in Q3 2024, buying an estimated $44.4K and bringing the position to 43,264 shares worth $2.84M. The position accounts for 0.03% of the portfolio, ranked #87.

Axiom Advisory first reported a position in AX in Q2 2024 and has held it in 2 quarters since. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Axiom Advisory held 43,264 shares of Axos Financial worth $2.84M as of Q3 2024.
  • Axiom Advisory bought 676 Axos Financial shares in Q3 2024, an estimated $44.4K.
  • Axos Financial made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #87 holding.
  • Axiom Advisory first reported a position in Axos Financial in Q2 2024 and has held it in 2 quarters since.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.