Baird Financial Group
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Baird Financial Group’s Axos Financial AX Stock Holding History

Baird Financial Group’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
2022
Q1 		– Sell
-43,094
Closed -$2.41M – 1807
2021
Q4 		$2.41M Sell
43,094
-85,941
-67% -$4.81M 0.01% 862
2021
Q3 		$6.65M Sell
129,035
-4,016
-3% -$191K 0.02% 514
2021
Q2 		$6.17M Sell
133,051
-22,092
-14% -$1.03M 0.02% 535
2021
Q1 		$7.29M Sell
155,143
-60,507
-28% -$2.73M 0.02% 477
2020
Q4 		$8.09M Sell
215,650
-4,311
-2% -$136K 0.02% 428
2020
Q3 		$5.13M Sell
219,961
-1,278
-0.6% -$29.2K 0.02% 489
2020
Q2 		$4.88M Sell
221,239
-2,333
-1% -$47.4K 0.02% 493
2020
Q1 		$4.05M Buy
223,572
+1,702
+0.8% +$42.8K 0.02% 492
2019
Q4 		$6.72M Sell
221,870
-21,301
-9% -$622K 0.02% 470
2019
Q3 		$6.72M Buy
243,171
+3,667
+2% +$98.7K 0.03% 438
2019
Q2 		$6.53M Sell
239,504
-1,238
-0.5% -$36.4K 0.03% 447
2019
Q1 		$6.97M Sell
240,742
-1,390
-0.6% -$41.6K 0.04% 376
2018
Q4 		$6.1M Sell
242,132
-5,675
-2% -$171K 0.04% 384
2018
Q3 		$8.58M Buy
247,807
+7,991
+3% +$307K 0.05% 324
2018
Q2 		$9.81M Buy
239,816
+2,842
+1% +$118K 0.07% 295
2018
Q1 		$9.61M Buy
236,974
+4,206
+2% +$153K 0.07% 293
2017
Q4 		$6.96M Buy
232,768
+31,914
+16% +$868K 0.05% 356
2017
Q3 		$5.72M Sell
200,854
-6,539
-3% -$171K 0.04% 388
2017
Q2 		$4.92M Sell
207,393
-8,499
-4% -$201K 0.04% 408
2017
Q1 		$5.64M Sell
215,892
-10,280
-5% -$297K 0.05% 368
2016
Q4 		$6.46M Sell
226,172
-7,556
-3% -$180K 0.06% 319
2016
Q3 		$5.24M Buy
233,728
+36,483
+18% +$708K 0.05% 363
2016
Q2 		$3.49M Buy
197,245
+3,907
+2% +$73.3K 0.03% 424
2016
Q1 		$4.13M Buy
193,338
+36,998
+24% +$670K 0.04% 388
2015
Q4 		$3.29M Buy
156,340
+4,116
+3% +$96.9K 0.03% 426
2015
Q3 		$4.9M Sell
152,224
-138,340
-48% -$4.13M 0.05% 331
2015
Q2 		$7.68M Buy
+290,564
New +$6.91M 0.08% 254

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Baird Financial Group's AX Position: Q1 2022 in Review

Baird Financial Group sold out of Axos Financial (AX) in Q1 2022, closing a stake of 43,094 shares — an estimated $2.41M sold.

Baird Financial Group first reported a position in AX in Q2 2015 and held it in 27 quarters. The position peaked at $9.81M in Q2 2018. 249 funds tracked by Wall St. Rank hold AX as of Q1 2022.

  • Baird Financial Group reported no remaining Axos Financial position as of Q1 2022 after selling out during the quarter.
  • Baird Financial Group sold 43,094 Axos Financial shares in Q1 2022, an estimated $2.41M.
  • Baird Financial Group first reported a position in Axos Financial in Q2 2015 and held it in 27 quarters.
  • Baird Financial Group's Axos Financial position peaked at $9.81M in Q2 2018.
  • 249 funds tracked by Wall St. Rank held Axos Financial as of Q1 2022.

Based on Baird Financial Group's 13F filing for Q1 2022, filed 13 May 2022.