Concourse Financial Group Securities’s Axos Financial AX Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-756	Closed	-$53.9K	–	159
2024 Q4	$53.9K	Buy	756 +81	+12%	+$5.91K	﹤0.01%	1183
2024 Q3	$42.4K	Buy	+675	New	+$44.4K	﹤0.01%	1243
2021 Q3	–	Sell	-300	Closed	-$14.2K	–	2400
2021 Q2	$14K	Hold	300	–	–	﹤0.01%	1748
2021 Q1	$14K	Hold	300	–	–	﹤0.01%	1661
2020 Q4	$11K	Hold	300	–	–	﹤0.01%	1641
2020 Q3	$7K	Hold	300	–	–	﹤0.01%	1678
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	1574
2020 Q1	$5K	Sell	300 -200	-40%	-$5.03K	﹤0.01%	1634
2019 Q4	$15K	Buy	500 +100	+25%	+$2.92K	﹤0.01%	1327
2019 Q3	$11K	Sell	400 -700	-64%	-$18.8K	﹤0.01%	1114
2019 Q2	$30K	Hold	1,100	–	–	﹤0.01%	1059
2019 Q1	$31K	Hold	1,100	–	–	﹤0.01%	1064
2018 Q4	$27K	Hold	1,100	–	–	﹤0.01%	1015
2018 Q3	$38K	Buy	+1,100	New	+$42.3K	0.01%	648

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Concourse Financial Group Securities's AX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Axos Financial (AX) in Q1 2025, closing a stake of 756 shares — an estimated $53.9K sold.

Concourse Financial Group Securities first reported a position in AX in Q3 2018 and held it in 14 quarters. The position peaked at $53.9K in Q4 2024. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

Concourse Financial Group Securities reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 756 Axos Financial shares in Q1 2025, an estimated $53.9K.
Concourse Financial Group Securities first reported a position in Axos Financial in Q3 2018 and held it in 14 quarters.
Concourse Financial Group Securities's Axos Financial position peaked at $53.9K in Q4 2024.
351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.