CFFP
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Center for Financial Planning’s Axos Financial AX Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-18
Closed -$1.16K – 653
2025
Q1 		$1.16K Hold
18
– – ﹤0.01% 632
2024
Q4 		$1.26K Buy
+18
New +$1.31K ﹤0.01% 580

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Center for Financial Planning's AX Position: Q2 2025 in Review

Center for Financial Planning sold out of Axos Financial (AX) in Q2 2025, closing a stake of 18 shares — an estimated $1.16K sold.

Center for Financial Planning first reported a position in AX in Q4 2024 and held it in 2 quarters. The position peaked at $1.26K in Q4 2024. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

  • Center for Financial Planning reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 18 Axos Financial shares in Q2 2025, an estimated $1.16K.
  • Center for Financial Planning first reported a position in Axos Financial in Q4 2024 and held it in 2 quarters.
  • Center for Financial Planning's Axos Financial position peaked at $1.26K in Q4 2024.
  • 365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.