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Dakota Wealth Management’s Axos Financial AX Stock Holding History

Dakota Wealth 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
Q3 		– Sell
-2,827
Closed -$215K – 660
2025
Q2 		$215K Buy
+2,827
New +$191K ﹤0.01% 712
2025
Q1 		– Sell
-2,867
Closed -$200K – 756
2024
Q4 		$200K Buy
+2,867
New +$209K ﹤0.01% 716

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dakota Wealth Management's AX Position: Q3 2025 in Review

Dakota Wealth Management sold out of Axos Financial (AX) in Q3 2025, closing a stake of 2,827 shares — an estimated $215K sold.

Dakota Wealth Management first reported a position in AX in Q4 2024 and held it in 2 quarters. The position peaked at $215K in Q2 2025. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Dakota Wealth Management reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,827 Axos Financial shares in Q3 2025, an estimated $215K.
  • Dakota Wealth Management first reported a position in Axos Financial in Q4 2024 and held it in 2 quarters.
  • Dakota Wealth Management's Axos Financial position peaked at $215K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.