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CIBC World Markets’s Axos Financial AX Stock Holding History

CIBC World Markets’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 		$310K Buy
+3,601
New +$297K ﹤0.01% 944
2025
Q2 		$488K Sell
6,423
-5,703
-47% -$385K ﹤0.01% 888
2025
Q1 		$782K Buy
12,126
+7,013
+137% +$476K 0.01% 785
2024
Q4 		$357K Buy
+5,113
New +$373K ﹤0.01% 863

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CIBC World Markets's AX Position: Q4 2025 in Review

CIBC World Markets opened a new position in Axos Financial (AX) in Q4 2025: 3,601 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in AX as recently as Q2 2025.

CIBC World Markets first reported a position in AX in Q4 2024 and has held it in 4 quarters since. The position peaked at $782K in Q1 2025. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • CIBC World Markets held 3,601 shares of Axos Financial worth $310K as of Q4 2025.
  • Axos Financial was a new CIBC World Markets position in Q4 2025.
  • Axos Financial made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #944 holding.
  • CIBC World Markets first reported a position in Axos Financial in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Axos Financial position peaked at $782K in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.