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CoreCap Advisors’s Axos Financial AX Stock Holding History

CoreCap Advisors’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
Q2 		– Sell
-51
Closed -$4.34K – 3181
2026
Q1 		$4.34K Hold
51
– – ﹤0.01% 2218
2025
Q4 		$4.39K Sell
51
-3
-6% -$247 ﹤0.01% 2251
2025
Q3 		$4.57K Buy
54
+1
+2% +$87 ﹤0.01% 2190
2025
Q2 		$4.03K Buy
53
+2
+4% +$135 ﹤0.01% 2164
2025
Q1 		$3.29K Hold
51
– – ﹤0.01% 2211
2024
Q4 		$3.56K Sell
51
-4
-7% -$292 ﹤0.01% 2062
2024
Q3 		$3.46K Buy
55
+4
+8% +$263 ﹤0.01% 2061
2024
Q2 		$2.92K Buy
+51
New +$2.77K ﹤0.01% 1253
2022
Q4 		$803 Buy
+21
New +$800 ﹤0.01% 2086
2022
Q3 		– Sell
-21
Closed -$1K – 653
2022
Q2 		$1K Buy
+21
New +$807 ﹤0.01% 1951
2022
Q1 		– Sell
-31
Closed -$2K – 662
2021
Q4 		$2K Buy
+31
New +$1.73K ﹤0.01% 1924

Other funds holding AX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM