Connor, Clark & Lunn Investment Management (CC&L)’s Axos Financial AX Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q3	–	Sell	-7,448	Closed	-$566K	–	1501
2025 Q2	$566K	Buy	+7,448	New	+$503K	﹤0.01%	1216
2024 Q3	–	Sell	-4,562	Closed	-$261K	–	1434
2024 Q2	$261K	Buy	+4,562	New	+$248K	﹤0.01%	1215
2023 Q4	–	Sell	-32,354	Closed	-$1.22M	–	1378
2023 Q3	$1.22M	Buy	+32,354	New	+$1.37M	0.01%	757
2019 Q1	–	Sell	-22,100	Closed	-$556K	–	905
2018 Q4	$556K	Buy	+22,100	New	+$667K	﹤0.01%	676

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GCM

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

Connor, Clark & Lunn Investment Management (CC&L)'s AX Position: Q3 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Axos Financial (AX) in Q3 2025, closing a stake of 7,448 shares — an estimated $566K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in AX in Q4 2018 and held it in 4 quarters. The position peaked at $1.22M in Q3 2023. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 7,448 Axos Financial shares in Q3 2025, an estimated $566K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Axos Financial in Q4 2018 and held it in 4 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Axos Financial position peaked at $1.22M in Q3 2023.
382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2025, filed 13 Nov 2025.