Credit Agricole

Credit Agricole’s Axos Financial AX Stock Holding History

Credit Agricole’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 Q1	$1.16M	Hold	13,610	–	–	﹤0.01%	1033
2025 Q4	$1.17M	Hold	13,610	–	–	﹤0.01%	1008
2025 Q3	$1.15M	Buy	+13,610	New	+$1.19M	﹤0.01%	915
2025 Q1	$878K	Hold	13,610	–	–	﹤0.01%	944
2024 Q4	$951K	Hold	13,610	–	–	﹤0.01%	942
2024 Q3	$856K	Buy	+13,610	New	+$895K	﹤0.01%	834
2019 Q4	–	Sell	-40,000	Closed	-$1.11M	–	445
2019 Q3	$1.11M	Hold	40,000	–	–	0.06%	218
2019 Q2	$1.09M	Sell	40,000 -83,936	-68%	-$2.47M	0.06%	207
2019 Q1	$3.59M	Sell	123,936 -66,064	-35%	-$1.98M	0.21%	122
2018 Q4	$4.78M	Buy	190,000 +61,000	+47%	+$1.84M	0.31%	87
2018 Q3	$4.44M	Buy	129,000 +64,000	+98%	+$2.46M	0.24%	130
2018 Q2	$2.66M	Hold	65,000	–	–	0.22%	123
2018 Q1	$2.63M	Hold	65,000	–	–	0.23%	123
2017 Q4	$1.94M	Hold	65,000	–	–	0.16%	152
2017 Q3	$1.85M	Sell	65,000 -235,000	-78%	-$6.14M	0.01%	927
2017 Q2	$7.12M	Sell	300,000 -156,000	-34%	-$3.69M	0.02%	604
2017 Q1	$11.9M	Buy	456,000 +216,000	+90%	+$6.24M	0.04%	499
2016 Q4	$6.85M	Buy	+240,000	New	+$5.71M	0.02%	597

Other funds holding AX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

American Century Companies

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return