Chicago Trust’s Axos Financial AX Stock Holding History

Chicago Trust’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 Q3	–	Sell	-2,225	Closed	-$217K	–	379
2026 Q2	$217K	Buy	+2,225	New	+$201K	0.03%	359

Other funds holding AX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $268M AUM 52.46% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Chicago Trust's AX Position: Q3 2026 in Review

Chicago Trust sold out of Axos Financial (AX) in Q3 2026, closing a stake of 2,225 shares — an estimated $217K sold.

Chicago Trust first reported a position in AX in Q2 2026 and held it in 1 quarter. The position peaked at $217K in Q2 2026. 157 funds tracked by Wall St. Rank hold AX as of Q3 2026.

Chicago Trust reported no remaining Axos Financial position as of Q3 2026 after selling out during the quarter.
Chicago Trust sold 2,225 Axos Financial shares in Q3 2026, an estimated $217K.
Chicago Trust first reported a position in Axos Financial in Q2 2026 and held it in 1 quarter.
Chicago Trust's Axos Financial position peaked at $217K in Q2 2026.
157 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Chicago Trust's 13F filing for Q3 2026, filed 28 Oct 2026.