Brown Brothers Harriman & Co’s Axos Financial AX Stock Holding History

Brown Brothers Harriman & Co’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	-341	Closed	-$28.9K	–	1848
2025 Q3	$28.9K	Buy	+341	New	+$29.7K	﹤0.01%	1097
2021 Q1	–	Sell	-6,534	Closed	-$245K	–	1106
2020 Q4	$245K	Buy	6,534 +1,764	+37%	+$55.8K	﹤0.01%	406
2020 Q3	$111K	Sell	4,770 -953	-17%	-$21.8K	﹤0.01%	478
2020 Q2	$126K	Buy	+5,723	New	+$116K	﹤0.01%	450
2020 Q1	–	Sell	-5,115	Closed	-$155K	–	1103
2019 Q4	$155K	Hold	5,115	–	–	﹤0.01%	508
2019 Q3	$141K	Buy	+5,115	New	+$138K	﹤0.01%	484
2018 Q1	–	Sell	-302	Closed	-$9K	–	823
2017 Q4	$9K	Buy	+302	New	+$8.21K	﹤0.01%	767

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brown Brothers Harriman & Co's AX Position: Q4 2025 in Review

Brown Brothers Harriman & Co sold out of Axos Financial (AX) in Q4 2025, closing a stake of 341 shares — an estimated $28.9K sold.

Brown Brothers Harriman & Co first reported a position in AX in Q4 2017 and held it in 7 quarters. The position peaked at $245K in Q4 2020. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

Brown Brothers Harriman & Co reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
Brown Brothers Harriman & Co sold 341 Axos Financial shares in Q4 2025, an estimated $28.9K.
Brown Brothers Harriman & Co first reported a position in Axos Financial in Q4 2017 and held it in 7 quarters.
Brown Brothers Harriman & Co's Axos Financial position peaked at $245K in Q4 2020.
378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2025, filed 12 Feb 2026.