Cerity Partners
AX icon

Cerity Partners’s Axos Financial AX Stock Holding History

Cerity Partners’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 		$10.7M Buy
125,212
+13,198
+12% +$1.2M 0.02% 662
2025
Q4 		$9.65M Buy
112,014
+98,235
+713% +$8.09M 0.01% 652
2025
Q3 		$1.17M Buy
13,779
+2,214
+19% +$193K ﹤0.01% 1527
2025
Q2 		$879K Buy
11,565
+1,075
+10% +$72.7K ﹤0.01% 1579
2025
Q1 		$677K Sell
10,490
-3,851
-27% -$261K ﹤0.01% 1606
2024
Q4 		$946K Buy
14,341
+2,090
+17% +$153K ﹤0.01% 1444
2024
Q3 		$770K Buy
12,251
+2,619
+27% +$172K ﹤0.01% 1537
2024
Q2 		$550K Buy
9,632
+143
+2% +$7.78K ﹤0.01% 1504
2024
Q1 		$513K Buy
9,489
+4,734
+100% +$249K ﹤0.01% 1585
2023
Q4 		$260K Buy
+4,755
New +$198K ﹤0.01% 1598
2023
Q2 		– Sell
-1,064
Closed -$2.18M – 1662
2023
Q1 		$2.18M Buy
+1,064
New +$45.9K 0.01% 702

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