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DV Equities’s Axos Financial AX Stock Holding History

DV Equities’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
Q4 		$11.9K Buy
+138
New +$11.4K ﹤0.01% 614

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DV Equities's AX Position: Q4 2025 in Review

DV Equities opened a new position in Axos Financial (AX) in Q4 2025: 138 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings.

378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • DV Equities held 138 shares of Axos Financial worth $11.9K as of Q4 2025.
  • Axos Financial was a new DV Equities position in Q4 2025.
  • Axos Financial made up ﹤0.01% of DV Equities's portfolio in Q4 2025, its #614 holding.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.