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Dynamic Technology Lab’s Axos Financial AX Stock Holding History

Dynamic Technology Lab’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 		– Sell
-8,130
Closed -$688K – 752
2025
Q3 		$688K Buy
+8,130
New +$709K 0.12% 293
2025
Q2 		– Sell
-12,590
Closed -$812K – 938
2025
Q1 		$812K Sell
12,590
-3,830
-23% -$260K 0.12% 277
2024
Q4 		$1.15M Sell
16,420
-6,506
-28% -$475K 0.18% 162
2024
Q3 		$1.44M Buy
+22,926
New +$1.51M 0.15% 206
2022
Q4 		– Sell
-37,900
Closed -$1.3M – 1102
2022
Q3 		$1.3M Buy
+37,900
New +$1.53M 0.13% 280
2022
Q2 		– Sell
-16,400
Closed -$761K – 1126
2022
Q1 		$761K Buy
+16,400
New +$866K 0.09% 401
2020
Q3 		– Sell
-28,480
Closed -$629K – 994
2020
Q2 		$629K Buy
+28,480
New +$579K 0.09% 350
2019
Q3 		– Sell
-20,588
Closed -$561K – 946
2019
Q2 		$561K Buy
+20,588
New +$606K 0.09% 365
2019
Q1 		– Sell
-9,657
Closed -$243K – 983
2018
Q4 		$243K Buy
+9,657
New +$291K 0.04% 738
2017
Q2 		– Sell
-9,337
Closed -$244K – 1006
2017
Q1 		$244K Buy
+9,337
New +$270K 0.06% 702
2016
Q4 		– Sell
-13,451
Closed -$302K – 874
2016
Q3 		$302K Buy
+13,451
New +$261K 0.08% 502
2016
Q2 		– Sell
-22,576
Closed -$482K – 863
2016
Q1 		$482K Buy
+22,576
New +$409K 0.13% 282
2015
Q3 		– Sell
-7,560
Closed -$200K – 802
2015
Q2 		$200K Buy
+7,560
New +$180K 0.07% 629
2014
Q4 		– Sell
-11,364
Closed -$207K – 651
2014
Q3 		$207K Buy
+11,364
New +$214K 0.1% 487
2014
Q2 		– Sell
-18,044
Closed -$387K – 658
2014
Q1 		$387K Buy
+18,044
New +$388K 0.23% 130

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

Dynamic Technology Lab's AX Position: Q4 2025 in Review

Dynamic Technology Lab sold out of Axos Financial (AX) in Q4 2025, closing a stake of 8,130 shares — an estimated $688K sold.

Dynamic Technology Lab first reported a position in AX in Q1 2014 and held it in 15 quarters. The position peaked at $1.44M in Q3 2024. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • Dynamic Technology Lab reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 8,130 Axos Financial shares in Q4 2025, an estimated $688K.
  • Dynamic Technology Lab first reported a position in Axos Financial in Q1 2014 and held it in 15 quarters.
  • Dynamic Technology Lab's Axos Financial position peaked at $1.44M in Q3 2024.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.