Bank of New York Mellon’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.4M | Sell |
368,667
-9,138
| -2% | -$833K | 0.01% | 1279 |
|
|
2025
Q4 | $32.6M | Sell |
377,805
-13,610
| -3% | -$1.12M | 0.01% | 1259 |
|
|
2025
Q3 | $33.1M | Buy |
391,415
+6,912
| +2% | +$602K | 0.01% | 1247 |
|
|
2025
Q2 | $29.2M | Sell |
384,503
-9,641
| -2% | -$652K | 0.01% | 1308 |
|
|
2025
Q1 | $25.4M | Sell |
394,144
-16,737
| -4% | -$1.14M | 0.01% | 1364 |
|
|
2024
Q4 | $28.7M | Sell |
410,881
-43,117
| -9% | -$3.15M | 0.01% | 1352 |
|
|
2024
Q3 | $28.5M | Sell |
453,998
-46,485
| -9% | -$3.06M | 0.01% | 1360 |
|
|
2024
Q2 | $28.6M | Sell |
500,483
-10,509
| -2% | -$572K | 0.01% | 1367 |
|
|
2024
Q1 | $27.6M | Sell |
510,992
-28,613
| -5% | -$1.51M | 0.01% | 1396 |
|
|
2023
Q4 | $29.5M | Sell |
539,605
-22,290
| -4% | -$930K | 0.01% | 1389 |
|
|
2023
Q3 | $21.3M | Sell |
561,895
-22,404
| -4% | -$948K | ﹤0.01% | 1504 |
|
|
2023
Q2 | $23M | Sell |
584,299
-28,077
| -5% | -$1.09M | ﹤0.01% | 1461 |
|
|
2023
Q1 | $22.6M | Sell |
612,376
-33,476
| -5% | -$1.44M | ﹤0.01% | 1482 |
|
|
2022
Q4 | $24.7M | Buy |
645,852
+17,893
| +3% | +$682K | 0.01% | 1421 |
|
|
2022
Q3 | $21.5M | Sell |
627,959
-4,727
| -0.7% | -$191K | 0.01% | 1466 |
|
|
2022
Q2 | $22.7M | Sell |
632,686
-30,789
| -5% | -$1.18M | 0.01% | 1465 |
|
|
2022
Q1 | $30.8M | Sell |
663,475
-41,152
| -6% | -$2.17M | 0.01% | 1413 |
|
|
2021
Q4 | $39.4M | Sell |
704,627
-48,883
| -6% | -$2.73M | 0.01% | 1317 |
|
|
2021
Q3 | $38.8M | Buy |
753,510
+42,946
| +6% | +$2.04M | 0.01% | 1305 |
|
|
2021
Q2 | $33M | Buy |
710,564
+9,246
| +1% | +$432K | 0.01% | 1441 |
|
|
2021
Q1 | $33M | Buy |
701,318
+1,223
| +0.2% | +$55.1K | 0.01% | 1401 |
|
|
2020
Q4 | $26.3M | Sell |
700,095
-16,452
| -2% | -$520K | 0.01% | 1468 |
|
|
2020
Q3 | $16.7M | Sell |
716,547
-32,119
| -4% | -$734K | ﹤0.01% | 1571 |
|
|
2020
Q2 | $16.5M | Sell |
748,666
-25,577
| -3% | -$520K | ﹤0.01% | 1560 |
|
|
2020
Q1 | $14M | Sell |
774,243
-39,374
| -5% | -$990K | ﹤0.01% | 1509 |
|
|
2019
Q4 | $24.6M | Sell |
813,617
-12,527
| -2% | -$366K | 0.01% | 1450 |
|
|
2019
Q3 | $22.8M | Sell |
826,144
-26,907
| -3% | -$724K | 0.01% | 1450 |
|
|
2019
Q2 | $23.2M | Buy |
853,051
+5,461
| +0.6% | +$161K | 0.01% | 1484 |
|
|
2019
Q1 | $24.5M | Sell |
847,590
-21,542
| -2% | -$645K | 0.01% | 1432 |
|
|
2018
Q4 | $21.9M | Sell |
869,132
-43,941
| -5% | -$1.33M | 0.01% | 1412 |
|
|
2018
Q3 | $31.4M | Buy |
913,073
+19,287
| +2% | +$741K | 0.01% | 1344 |
|
|
2018
Q2 | $36.6M | Sell |
893,786
-26,811
| -3% | -$1.11M | 0.01% | 1212 |
|
|
2018
Q1 | $37.3M | Sell |
920,597
-58,628
| -6% | -$2.14M | 0.01% | 1170 |
|
|
2017
Q4 | $29.3M | Sell |
979,225
-8,360
| -0.8% | -$227K | 0.01% | 1345 |
|
|
2017
Q3 | $28.1M | Sell |
987,585
-5,648
| -0.6% | -$148K | 0.01% | 1353 |
|
|
2017
Q2 | $23.6M | Buy |
993,233
+24,314
| +3% | +$575K | 0.01% | 1456 |
|
|
2017
Q1 | $25.3M | Buy |
968,919
+28,213
| +3% | +$815K | 0.01% | 1408 |
|
|
2016
Q4 | $26.9M | Buy |
940,706
+24,719
| +3% | +$589K | 0.01% | 1348 |
|
|
2016
Q3 | $20.5M | Buy |
915,987
+8,451
| +0.9% | +$164K | 0.01% | 1453 |
|
|
2016
Q2 | $16.1M | Sell |
907,536
-32,674
| -3% | -$613K | ﹤0.01% | 1546 |
|
|
2016
Q1 | $20.1M | Sell |
940,210
-2,169,206
| -70% | -$39.3M | 0.01% | 1406 |
|
|
2015
Q4 | $65.5M | Buy |
3,109,416
+1,275,768
| +70% | +$30M | 0.02% | 724 |
|
|
2015
Q3 | $59.1M | Sell |
1,833,648
-522,768
| -22% | -$15.6M | 0.02% | 768 |
|
|
2015
Q2 | $62.3M | Buy |
2,356,416
+1,094,440
| +87% | +$26M | 0.02% | 782 |
|
|
2015
Q1 | $29.4M | Buy |
1,261,976
+487,396
| +63% | +$10.7M | 0.01% | 1220 |
|
|
2014
Q4 | $15.1M | Buy |
774,580
+53,824
| +7% | +$1.01M | ﹤0.01% | 1651 |
|
|
2014
Q3 | $13.1M | Buy |
720,756
+49,680
| +7% | +$938K | ﹤0.01% | 1732 |
|
|
2014
Q2 | $12.3M | Buy |
671,076
+52,888
| +9% | +$1.04M | ﹤0.01% | 1789 |
|
|
2014
Q1 | $13.3M | Buy |
618,188
+52,888
| +9% | +$1.14M | ﹤0.01% | 1720 |
|
|
2013
Q4 | $11.1M | Sell |
565,300
-8,004
| -1% | -$144K | ﹤0.01% | 1832 |
|
|
2013
Q3 | $9.29M | Buy |
573,304
+201,428
| +54% | +$3M | ﹤0.01% | 1881 |
|
|
2013
Q2 | $4.26M | Buy |
+371,876
| New | +$3.87M | ﹤0.01% | 2285 |
|
Other funds holding AX
VPM
VCM
DAM
