CT
AX icon

Colonial Trust’s Axos Financial AX Stock Holding History

Colonial Trust’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 		$2.88K Hold
35
– – ﹤0.01% 965
2025
Q4 		$3.02K Hold
35
– – ﹤0.01% 952
2025
Q3 		$3.05K Sell
35
-19
-35% -$1.66K ﹤0.01% 938
2025
Q2 		$4.14K Hold
54
– – ﹤0.01% 865
2025
Q1 		$3.43K Hold
54
– – ﹤0.01% 894
2024
Q4 		$3.82K Hold
54
– – ﹤0.01% 1104
2024
Q3 		$3.36K Buy
+54
New +$3.55K ﹤0.01% 939
2023
Q4 		– Sell
-98
Closed -$3.71K – 968
2023
Q3 		$3.71K Buy
+98
New +$4.14K ﹤0.01% 819

Other funds holding AX

BlackRock
BlackRock New York $5.7T 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