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Brooklyn Investment Group’s Axos Financial AX Stock Holding History

Brooklyn Investment 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
2025
Q3 		– Sell
-64
Closed -$4.87K – 848
2025
Q2 		$4.87K Sell
64
-66
-51% -$4.46K ﹤0.01% 2482
2025
Q1 		$8.39K Buy
+130
New +$8.82K ﹤0.01% 1591

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

Brooklyn Investment Group's AX Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Axos Financial (AX) in Q3 2025, closing a stake of 64 shares — an estimated $4.87K sold.

Brooklyn Investment Group first reported a position in AX in Q1 2025 and held it in 2 quarters. The position peaked at $8.39K in Q1 2025. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 64 Axos Financial shares in Q3 2025, an estimated $4.87K.
  • Brooklyn Investment Group first reported a position in Axos Financial in Q1 2025 and held it in 2 quarters.
  • Brooklyn Investment Group's Axos Financial position peaked at $8.39K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.