Capital Fund Management (CFM)’s Axos Financial AX Stock Holding History

Capital Fund Management (CFM)’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
2024 Q4	–	Sell	-24,824	Closed	-$1.56M	–	2021
2024 Q3	$1.56M	Sell	24,824 -51,840	-68%	-$3.41M	﹤0.01%	1541
2024 Q2	$4.38M	Buy	76,664 +43,820	+133%	+$2.38M	0.01%	1012
2024 Q1	$1.77M	Sell	32,844 -45,557	-58%	-$2.4M	0.01%	1489
2023 Q4	$4.28M	Buy	+78,401	New	+$3.27M	0.01%	1157
2022 Q4	–	Sell	-12,456	Closed	-$426K	–	1398
2022 Q3	$426K	Sell	12,456 -4,055	-25%	-$164K	﹤0.01%	1304
2022 Q2	$592K	Buy	+16,511	New	+$635K	0.01%	1206
2014 Q2	–	Sell	-20,000	Closed	-$429K	–	1666
2014 Q1	$429K	Buy	+20,000	New	+$430K	0.01%	1312

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Fund Management (CFM)'s AX Position: Q4 2024 in Review

Capital Fund Management (CFM) sold out of Axos Financial (AX) in Q4 2024, closing a stake of 24,824 shares — an estimated $1.56M sold.

Capital Fund Management (CFM) first reported a position in AX in Q1 2014 and held it in 7 quarters. The position peaked at $4.38M in Q2 2024. 355 funds tracked by Wall St. Rank hold AX as of Q4 2024.

Capital Fund Management (CFM) reported no remaining Axos Financial position as of Q4 2024 after selling out during the quarter.
Capital Fund Management (CFM) sold 24,824 Axos Financial shares in Q4 2024, an estimated $1.56M.
Capital Fund Management (CFM) first reported a position in Axos Financial in Q1 2014 and held it in 7 quarters.
Capital Fund Management (CFM)'s Axos Financial position peaked at $4.38M in Q2 2024.
355 funds tracked by Wall St. Rank held Axos Financial as of Q4 2024.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2024, filed 13 Feb 2025.