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Choreo LLC’s Axos Financial AX Stock Holding History

Choreo LLC’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 		$222K Buy
2,604
+102
+4% +$9.29K ﹤0.01% 1419
2025
Q4 		$217K Sell
2,502
-17
-0.7% -$1.4K ﹤0.01% 1409
2025
Q3 		$213K Buy
+2,519
New +$220K ﹤0.01% 1424

Other funds holding AX

BlackRock
BlackRock New York $5.72T 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

Choreo LLC's AX Position: Q1 2026 in Review

Choreo LLC increased its Axos Financial (AX) stake by 4.1% in Q1 2026, buying an estimated $9.29K and bringing the position to 2,604 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Choreo LLC first reported a position in AX in Q3 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Choreo LLC held 2,604 shares of Axos Financial worth $222K as of Q1 2026.
  • Choreo LLC bought 102 Axos Financial shares in Q1 2026, an estimated $9.29K.
  • Axos Financial made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1419 holding.
  • Choreo LLC first reported a position in Axos Financial in Q3 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.