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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CIBC Private Wealth Group's AX Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Axos Financial (AX) stake by 1,800% in Q4 2025, buying an estimated $1.48K and bringing the position to 19 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

CIBC Private Wealth Group first reported a position in AX in Q4 2017 and has held it in 11 quarters since. The position peaked at $319K in Q4 2024. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

CIBC Private Wealth Group held 19 shares of Axos Financial worth $1.64K as of Q4 2025.
CIBC Private Wealth Group bought 18 Axos Financial shares in Q4 2025, an estimated $1.48K.
Axos Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2828 holding.
CIBC Private Wealth Group first reported a position in Axos Financial in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's Axos Financial position peaked at $319K in Q4 2024.
378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.