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Choate Investment Advisors’s Axos Financial AX Stock Holding History

Choate Investment Advisors’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
-4,759
Closed -$307K – 478
2025
Q1 		$307K Hold
4,759
– – 0.01% 321
2024
Q4 		$332K Hold
4,759
– – 0.01% 313
2024
Q3 		$299K Hold
4,759
– – 0.01% 315
2024
Q2 		$272K Hold
4,759
– – 0.01% 319
2024
Q1 		$257K Hold
4,759
– – 0.01% 353
2023
Q4 		$260K Buy
+4,759
New +$199K 0.01% 323
2022
Q2 		– Sell
-4,759
Closed -$221K – 318
2022
Q1 		$221K Hold
4,759
– – 0.01% 277
2021
Q4 		$266K Hold
4,759
– – 0.02% 248
2021
Q3 		$245K Hold
4,759
– – 0.02% 241
2021
Q2 		$221K Buy
+4,759
New +$222K 0.01% 252

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

Choate Investment Advisors's AX Position: Q2 2025 in Review

Choate Investment Advisors sold out of Axos Financial (AX) in Q2 2025, closing a stake of 4,759 shares — an estimated $307K sold.

Choate Investment Advisors first reported a position in AX in Q2 2021 and held it in 10 quarters. The position peaked at $332K in Q4 2024. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

  • Choate Investment Advisors reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 4,759 Axos Financial shares in Q2 2025, an estimated $307K.
  • Choate Investment Advisors first reported a position in Axos Financial in Q2 2021 and held it in 10 quarters.
  • Choate Investment Advisors's Axos Financial position peaked at $332K in Q4 2024.
  • 365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on Choate Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.