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Binnacle Investments’s Axos Financial AX Stock Holding History

Binnacle Investments’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 		$762 Hold
9
– – ﹤0.01% 793
2025
Q2 		$684 Hold
9
– – ﹤0.01% 722
2025
Q1 		$581 Buy
+9
New +$610 ﹤0.01% 680

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

Binnacle Investments's AX Position: Q3 2025 in Review

Binnacle Investments held its Axos Financial (AX) position steady in Q3 2025 at 9 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Binnacle Investments first reported a position in AX in Q1 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Binnacle Investments held 9 shares of Axos Financial worth $762 as of Q3 2025.
  • Binnacle Investments left its Axos Financial share count unchanged in Q3 2025.
  • Axos Financial made up ﹤0.01% of Binnacle Investments's portfolio in Q3 2025, its #793 holding.
  • Binnacle Investments first reported a position in Axos Financial in Q1 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.