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Defined Financial Planning’s Axos Financial AX Stock Holding History

Defined Financial Planning’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
Q2 		– Sell
-3,163
Closed -$204K – 71
2025
Q1 		$204K Hold
3,163
– – 0.21% 75
2024
Q4 		$221K Buy
+3,163
New +$231K 0.24% 68

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Defined Financial Planning's AX Position: Q2 2025 in Review

Defined Financial Planning sold out of Axos Financial (AX) in Q2 2025, closing a stake of 3,163 shares — an estimated $204K sold.

Defined Financial Planning first reported a position in AX in Q4 2024 and held it in 2 quarters. The position peaked at $221K in Q4 2024. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

  • Defined Financial Planning reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 3,163 Axos Financial shares in Q2 2025, an estimated $204K.
  • Defined Financial Planning first reported a position in Axos Financial in Q4 2024 and held it in 2 quarters.
  • Defined Financial Planning's Axos Financial position peaked at $221K in Q4 2024.
  • 365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.