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Bell Investment Advisors’s Axos Financial AX Stock Holding History

Bell Investment Advisors’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
-6
Closed -$457 – 1885
2025
Q2 		$457 Sell
6
-9
-60% -$608 ﹤0.01% 1782
2025
Q1 		$968 Buy
15
+9
+150% +$610 ﹤0.01% 1559
2024
Q4 		$420 Buy
+6
New +$438 ﹤0.01% 1824
2023
Q3 		– Sell
-69
Closed -$2.72K – 1931
2023
Q2 		$2.72K Buy
+69
New +$2.67K ﹤0.01% 1137
2022
Q4 		– Sell
-13
Closed – – 1939
2022
Q3 		$0 Hold
13
– – ﹤0.01% 1723
2022
Q2 		$0 Buy
+13
New +$500 ﹤0.01% 1723
2021
Q4 		$1K Hold
18
– – ﹤0.01% 1341
2021
Q3 		$1K Buy
+18
New +$854 ﹤0.01% 1269

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

Bell Investment Advisors's AX Position: Q3 2025 in Review

Bell Investment Advisors sold out of Axos Financial (AX) in Q3 2025, closing a stake of 6 shares — an estimated $457 sold.

Bell Investment Advisors first reported a position in AX in Q3 2021 and held it in 8 quarters. The position peaked at $2.72K in Q2 2023. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Bell Investment Advisors reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 6 Axos Financial shares in Q3 2025, an estimated $457.
  • Bell Investment Advisors first reported a position in Axos Financial in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's Axos Financial position peaked at $2.72K in Q2 2023.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.