CIC
AX icon

Cornercap Investment Counsel’s Axos Financial AX Stock Holding History

Cornercap Investment Counsel’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
2024
Q4 		– Sell
-3,897
Closed -$245K – 474
2024
Q3 		$245K Sell
3,897
-23,986
-86% -$1.58M 0.07% 438
2024
Q2 		$1.59M Sell
27,883
-228
-0.8% -$12.4K 0.26% 107
2024
Q1 		$1.52M Hold
28,111
– – 0.23% 116
2023
Q4 		$1.53M Buy
28,111
+408
+1% +$17K 0.25% 113
2023
Q3 		$1.05M Buy
27,703
+2,459
+10% +$104K 0.19% 158
2023
Q2 		$996K Hold
25,244
– – 0.17% 232
2023
Q1 		$932K Sell
25,244
-3,797
-13% -$164K 0.16% 262
2022
Q4 		$1.11M Buy
29,041
+12,669
+77% +$483K 0.19% 165
2022
Q3 		$560K Hold
16,372
– – 0.11% 362
2022
Q2 		$587K Buy
+16,372
New +$629K 0.1% 364
2013
Q3 		– Sell
-29,248
Closed -$335K – 242
2013
Q2 		$335K Buy
+29,248
New +$304K 0.07% 128

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornercap Investment Counsel's AX Position: Q4 2024 in Review

Cornercap Investment Counsel sold out of Axos Financial (AX) in Q4 2024, closing a stake of 3,897 shares — an estimated $245K sold.

Cornercap Investment Counsel first reported a position in AX in Q2 2013 and held it in 11 quarters. The position peaked at $1.59M in Q2 2024. 355 funds tracked by Wall St. Rank hold AX as of Q4 2024.

  • Cornercap Investment Counsel reported no remaining Axos Financial position as of Q4 2024 after selling out during the quarter.
  • Cornercap Investment Counsel sold 3,897 Axos Financial shares in Q4 2024, an estimated $245K.
  • Cornercap Investment Counsel first reported a position in Axos Financial in Q2 2013 and held it in 11 quarters.
  • Cornercap Investment Counsel's Axos Financial position peaked at $1.59M in Q2 2024.
  • 355 funds tracked by Wall St. Rank held Axos Financial as of Q4 2024.

Based on Cornercap Investment Counsel's 13F filing for Q4 2024, filed 12 Feb 2025.