Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Axos Financial AX Stock Holding History

Cambridge Investment Research Advisors’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
-2,437
Closed -$206K – 3827
2025
Q3 		$206K Buy
+2,437
New +$212K ﹤0.01% 3463
2016
Q2 		– Sell
-9,442
Closed -$201K – 1589
2016
Q1 		$201K Sell
9,442
-1,930
-17% -$35K ﹤0.01% 1394
2015
Q4 		$239K Buy
+11,372
New +$268K 0.01% 1247

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

Cambridge Investment Research Advisors's AX Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of Axos Financial (AX) in Q4 2025, closing a stake of 2,437 shares — an estimated $206K sold.

Cambridge Investment Research Advisors first reported a position in AX in Q4 2015 and held it in 3 quarters. The position peaked at $239K in Q4 2015. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 2,437 Axos Financial shares in Q4 2025, an estimated $206K.
  • Cambridge Investment Research Advisors first reported a position in Axos Financial in Q4 2015 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Axos Financial position peaked at $239K in Q4 2015.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.