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Creekmur Asset Management’s Axos Financial AX Stock Holding History

Creekmur Asset Management’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
Q1 		– Sell
-34
Closed -$2.38K – 801
2024
Q4 		$2.38K Hold
34
– – ﹤0.01% 573
2024
Q3 		$2.14K Hold
34
– – ﹤0.01% 635
2024
Q2 		$1.94K Hold
34
– – ﹤0.01% 715
2024
Q1 		$1.84K Sell
34
-34
-50% -$1.79K ﹤0.01% 672
2023
Q4 		$3.71K Buy
+68
New +$2.84K ﹤0.01% 627

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

Creekmur Asset Management's AX Position: Q1 2025 in Review

Creekmur Asset Management sold out of Axos Financial (AX) in Q1 2025, closing a stake of 34 shares — an estimated $2.38K sold.

Creekmur Asset Management first reported a position in AX in Q4 2023 and held it in 5 quarters. The position peaked at $3.71K in Q4 2023. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

  • Creekmur Asset Management reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 34 Axos Financial shares in Q1 2025, an estimated $2.38K.
  • Creekmur Asset Management first reported a position in Axos Financial in Q4 2023 and held it in 5 quarters.
  • Creekmur Asset Management's Axos Financial position peaked at $3.71K in Q4 2023.
  • 351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.