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Beacon Capital Management LLC (Tennessee)’s Axos Financial AX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-21
Closed -$1.6K – 197
2025
Q2 		$1.6K Hold
21
– – ﹤0.01% 934
2025
Q1 		$1.35K Hold
21
– – ﹤0.01% 1004
2024
Q4 		$1.47K Hold
21
– – ﹤0.01% 947
2024
Q3 		$1.32K Hold
21
– – ﹤0.01% 1070
2024
Q2 		$1.2K Hold
21
– – ﹤0.01% 927
2024
Q1 		$1.14K Buy
+21
New +$1.1K ﹤0.01% 945

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Beacon Capital Management LLC (Tennessee)'s AX Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Axos Financial (AX) in Q3 2025, closing a stake of 21 shares — an estimated $1.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AX in Q1 2024 and held it in 6 quarters. The position peaked at $1.6K in Q2 2025. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 21 Axos Financial shares in Q3 2025, an estimated $1.6K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Axos Financial in Q1 2024 and held it in 6 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Axos Financial position peaked at $1.6K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.