Credential Qtrade Securities’s Axos Financial AX Stock Holding History

Credential Qtrade 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
2024 Q1	$935K	Sell	17,297 -3,744	-18%	-$197K	0.05%	148
2023 Q4	$1.15M	Sell	21,041 -1,168	-5%	-$48.7K	0.07%	122
2023 Q3	$841K	Buy	22,209 +309	+1%	+$13.1K	0.06%	143
2023 Q2	$864K	Sell	21,900 -364	-2%	-$14.1K	0.05%	145
2023 Q1	$822K	Buy	22,264 +451	+2%	+$19.5K	0.05%	140
2022 Q4	$834K	Buy	21,813 +5,361	+33%	+$204K	0.06%	128
2022 Q3	$563K	Buy	+16,452	New	+$666K	0.04%	156

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Credential Qtrade Securities's AX Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Axos Financial (AX) stake by 18% in Q1 2024, selling an estimated $197K and leaving 17,297 shares worth $935K. The position accounts for 0.05% of the portfolio, ranked #148.

Credential Qtrade Securities first reported a position in AX in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2023. 309 funds tracked by Wall St. Rank hold AX as of Q1 2024.

Credential Qtrade Securities held 17,297 shares of Axos Financial worth $935K as of Q1 2024.
Credential Qtrade Securities sold 3,744 Axos Financial shares in Q1 2024, an estimated $197K.
Axos Financial made up 0.05% of Credential Qtrade Securities's portfolio in Q1 2024, its #148 holding.
Credential Qtrade Securities first reported a position in Axos Financial in Q3 2022 and has held it in 7 quarters since.
Credential Qtrade Securities's Axos Financial position peaked at $1.15M in Q4 2023.
309 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.