Cetera Investment Advisers
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Cetera Investment Advisers’s Axos Financial AX Stock Holding History

Cetera Investment Advisers’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 		$1.42M Buy
16,644
+97
+0.6% +$8.84K ﹤0.01% 2597
2025
Q4 		$1.43M Buy
16,547
+108
+0.7% +$8.89K ﹤0.01% 2521
2025
Q3 		$1.39M Buy
16,439
+8,242
+101% +$718K ﹤0.01% 2488
2025
Q2 		$623K Buy
8,197
+141
+2% +$9.53K ﹤0.01% 2785
2025
Q1 		$520K Buy
8,056
+115
+1% +$7.8K ﹤0.01% 2810
2024
Q4 		$555K Buy
7,941
+786
+11% +$57.4K ﹤0.01% 2597
2024
Q3 		$450K Buy
7,155
+1,747
+32% +$115K ﹤0.01% 2733
2024
Q2 		$309K Sell
5,408
-1,080
-17% -$58.7K ﹤0.01% 3005
2024
Q1 		$351K Buy
+6,488
New +$341K ﹤0.01% 2899

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