CFB
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Cullen/Frost Bankers’s Axos Financial AX Stock Holding History

Cullen/Frost Bankers’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 		$1.87K Hold
22
– – ﹤0.01% 1259
2025
Q4 		$1.9K Hold
22
– – ﹤0.01% 1258
2025
Q3 		$1.86K Hold
22
– – ﹤0.01% 1229
2025
Q2 		$1.67K Hold
22
– – ﹤0.01% 1197
2025
Q1 		$1.42K Hold
22
– – ﹤0.01% 1191
2024
Q4 		$1.54K Buy
+22
New +$1.61K ﹤0.01% 1180
2024
Q1 		– Sell
-136
Closed -$7.43K – 1002
2023
Q4 		$7.43K Buy
+136
New +$5.68K ﹤0.01% 834
2021
Q4 		– Sell
-448
Closed -$23K – 1189
2021
Q3 		$23K Hold
448
– – ﹤0.01% 945
2021
Q2 		$21K Buy
+448
New +$20.9K ﹤0.01% 972

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