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BI Asset Management Fondsmaeglerselskab’s Axos Financial AX Stock Holding History

BI Asset Management Fondsmaeglerselskab’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
Q4 		– Sell
-404
Closed -$34K – 664
2025
Q3 		$34K Sell
404
-756
-65% -$65.9K ﹤0.01% 685
2025
Q2 		$88K Sell
1,160
-1,214
-51% -$82.1K ﹤0.01% 647
2025
Q1 		$153K Sell
2,374
-11,674
-83% -$792K ﹤0.01% 644
2024
Q4 		$981K Buy
14,048
+406
+3% +$29.6K 0.01% 517
2024
Q3 		$858K Sell
13,642
-846
-6% -$55.6K 0.01% 412
2024
Q2 		$828K Buy
14,488
+1,424
+11% +$77.5K 0.01% 423
2024
Q1 		$706K Buy
+13,064
New +$687K 0.01% 434

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab's AX Position: Q4 2025 in Review

BI Asset Management Fondsmaeglerselskab sold out of Axos Financial (AX) in Q4 2025, closing a stake of 404 shares — an estimated $34K sold.

BI Asset Management Fondsmaeglerselskab first reported a position in AX in Q1 2024 and held it in 7 quarters. The position peaked at $981K in Q4 2024. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • BI Asset Management Fondsmaeglerselskab reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
  • BI Asset Management Fondsmaeglerselskab sold 404 Axos Financial shares in Q4 2025, an estimated $34K.
  • BI Asset Management Fondsmaeglerselskab first reported a position in Axos Financial in Q1 2024 and held it in 7 quarters.
  • BI Asset Management Fondsmaeglerselskab's Axos Financial position peaked at $981K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on BI Asset Management Fondsmaeglerselskab's 13F filing for Q4 2025, filed 11 Feb 2026.