CWM
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CCG Wealth Management’s Axos Financial AX Stock Holding History

CCG Wealth Management’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
2026
Q1 		$13.9M Buy
162,896
+147,696
+972% +$13.5M 3.76% 6
2025
Q4 		$1.31M Hold
15,200
– – 0.56% 32
2025
Q3 		$1.29M Hold
15,200
– – 0.61% 29
2025
Q2 		$1.16M Hold
15,200
– – 0.61% 30
2025
Q1 		$981K Hold
15,200
– – 0.59% 31
2024
Q4 		$1.06M Hold
15,200
– – 0.59% 29
2024
Q3 		$956K Sell
15,200
-39,000
-72% -$2.56M 0.54% 31
2024
Q2 		$3.1M Sell
54,200
-11
-0% -$598 1.75% 12
2024
Q1 		$2.93M Buy
54,211
+44,200
+442% +$2.33M 1.77% 13
2023
Q4 		$547K Sell
10,011
-5,200
-34% -$217K 0.37% 31
2023
Q3 		$576K Sell
15,211
-1,000
-6% -$42.3K 0.38% 32
2023
Q2 		$639K Buy
+16,211
New +$628K 0.4% 31
2023
Q1 		– Sell
-370,884
Closed -$14.2M – 70
2022
Q4 		$14.2M Buy
370,884
+20,640
+6% +$787K 7.88% 3
2022
Q3 		$12M Buy
+350,244
New +$14.2M 7.33% 4

Other funds holding AX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return