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

Bessemer 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
2026
Q1 		$7.18M Buy
84,354
+19,637
+30% +$1.79M 0.01% 385
2025
Q4 		$5.58M Buy
64,717
+64,369
+18,497% +$5.3M 0.01% 397
2025
Q3 		$29K Buy
348
+130
+60% +$11.3K ﹤0.01% 1576
2025
Q2 		$16K Buy
218
+112
+106% +$7.57K ﹤0.01% 1633
2025
Q1 		$7K Sell
106
-64
-38% -$4.34K ﹤0.01% 1886
2024
Q4 		$12K Buy
170
+75
+79% +$5.48K ﹤0.01% 1676
2024
Q3 		$6K Buy
+95
New +$6.24K ﹤0.01% 1827
2023
Q4 		– Sell
-65
Closed -$2K – 2143
2023
Q3 		$2K Buy
65
+24
+59% +$1.01K ﹤0.01% 1940
2023
Q2 		$2K Buy
+41
New +$1.59K ﹤0.01% 2005
2016
Q2 		– Sell
-152
Closed -$3K – 1309
2016
Q1 		$3K Buy
+152
New +$2.75K ﹤0.01% 1316

Other funds holding AX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return