CIBC Private Wealth Group
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CIBC Private Wealth Group’s Axos Financial AX Stock Holding History

CIBC Private Wealth Group’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
Q4 		$1.64K Buy
19
+18
+1,800% +$1.48K ﹤0.01% 2828
2025
Q3 		$85 Hold
1
– – ﹤0.01% 2989
2025
Q2 		$76 Sell
1
-4,624
-100% -$313K ﹤0.01% 2984
2025
Q1 		$261K Hold
4,625
– – ﹤0.01% 990
2024
Q4 		$319K Hold
4,625
– – ﹤0.01% 998
2024
Q3 		$291K Sell
4,625
-100
-2% -$6.57K ﹤0.01% 1031
2024
Q2 		$267K Hold
4,725
– – ﹤0.01% 990
2024
Q1 		$248K Buy
+4,725
New +$249K ﹤0.01% 1034
2018
Q3 		– Sell
-40
Closed -$2K – 1031
2018
Q2 		$2K Hold
40
– – ﹤0.01% 1844
2018
Q1 		$2K Sell
40
-106
-73% -$3.86K ﹤0.01% 1782
2017
Q4 		$4K Buy
+146
New +$3.97K ﹤0.01% 1713

Other funds holding AX

BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return