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Clayton Financial Group’s Axos Financial AX Stock Holding History

Clayton Financial 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 		– Sell
-71
Closed -$6.01K – 605
2025
Q3 		$6.01K Buy
+71
New +$6.19K ﹤0.01% 164

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

Clayton Financial Group's AX Position: Q4 2025 in Review

Clayton Financial Group sold out of Axos Financial (AX) in Q4 2025, closing a stake of 71 shares — an estimated $6.01K sold.

Clayton Financial Group first reported a position in AX in Q3 2025 and held it in 1 quarter. The position peaked at $6.01K in Q3 2025. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • Clayton Financial Group reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
  • Clayton Financial Group sold 71 Axos Financial shares in Q4 2025, an estimated $6.01K.
  • Clayton Financial Group first reported a position in Axos Financial in Q3 2025 and held it in 1 quarter.
  • Clayton Financial Group's Axos Financial position peaked at $6.01K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Clayton Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.