Campbell & Co Investment Adviser’s Axos Financial AX Stock Holding History

Campbell & Co Investment Adviser’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	-5,134	Closed	-$435K	–	1134
2025 Q3	$435K	Buy	+5,134	New	+$447K	0.03%	788
2024 Q2	–	Sell	-9,760	Closed	-$527K	–	1051
2024 Q1	$527K	Buy	+9,760	New	+$514K	0.05%	666
2022 Q3	–	Sell	-17,917	Closed	-$642K	–	705
2022 Q2	$642K	Buy	17,917 +13,317	+290%	+$512K	0.17%	197
2022 Q1	$213K	Buy	+4,600	New	+$243K	0.06%	604

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

Campbell & Co Investment Adviser's AX Position: Q4 2025 in Review

Campbell & Co Investment Adviser sold out of Axos Financial (AX) in Q4 2025, closing a stake of 5,134 shares — an estimated $435K sold.

Campbell & Co Investment Adviser first reported a position in AX in Q1 2022 and held it in 4 quarters. The position peaked at $642K in Q2 2022. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

Campbell & Co Investment Adviser reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
Campbell & Co Investment Adviser sold 5,134 Axos Financial shares in Q4 2025, an estimated $435K.
Campbell & Co Investment Adviser first reported a position in Axos Financial in Q1 2022 and held it in 4 quarters.
Campbell & Co Investment Adviser's Axos Financial position peaked at $642K in Q2 2022.
378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2025, filed 12 Feb 2026.