BF
AX icon

BOK Financial’s Axos Financial AX Stock Holding History

BOK Financial’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 		$10.6K Hold
124
– – ﹤0.01% 955
2025
Q4 		$10.7K Hold
124
– – ﹤0.01% 988
2025
Q3 		$10.5K Hold
124
– – ﹤0.01% 1022
2025
Q2 		$9.43K Hold
124
– – ﹤0.01% 969
2025
Q1 		$8K Hold
124
– – ﹤0.01% 998
2024
Q4 		$8.27K Hold
124
– – ﹤0.01% 992
2024
Q3 		$7.5K Hold
124
– – ﹤0.01% 1030
2024
Q2 		$7.09K Hold
124
– – ﹤0.01% 979
2024
Q1 		$6.5K Sell
124
-100
-45% -$5.26K ﹤0.01% 987
2023
Q4 		$12.2K Hold
224
– – ﹤0.01% 923
2023
Q3 		$8.07K Buy
224
+100
+81% +$4.23K ﹤0.01% 910
2023
Q2 		$4.89K Hold
124
– – ﹤0.01% 973
2023
Q1 		$4.58K Buy
+124
New +$5.35K ﹤0.01% 1059

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