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Csenge Advisory Group’s Axos Financial AX Stock Holding History

Csenge Advisory Group’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 		$1.22M Sell
14,305
-6,244
-30% -$569K 0.06% 261
2025
Q4 		$1.77M Buy
20,549
+4,550
+28% +$375K 0.08% 200
2025
Q3 		$1.35M Buy
15,999
+7,770
+94% +$677K 0.06% 231
2025
Q2 		$572K Sell
8,229
-48
-0.6% -$3.24K 0.03% 393
2025
Q1 		$498K Buy
8,277
+1,948
+31% +$132K 0.03% 397
2024
Q4 		$442K Buy
6,329
+2,248
+55% +$164K 0.02% 455
2024
Q3 		$262K Buy
+4,081
New +$268K 0.01% 599
2018
Q4 		– Sell
-16
Closed – – 308
2018
Q3 		$0 Buy
+16
New +$615 ﹤0.01% 1061

Other funds holding AX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
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
DAM
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