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Edgestream Partners’s Axos Financial AX Stock Holding History

Edgestream Partners’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 		$1.09M Sell
12,835
-138,295
-92% -$12.6M 0.04% 613
2025
Q4 		$13M Buy
151,130
+3,988
+3% +$328K 0.37% 27
2025
Q3 		$12.5M Sell
147,142
-18,141
-11% -$1.58M 0.36% 29
2025
Q2 		$12.6M Buy
165,283
+110,136
+200% +$7.44M 0.35% 30
2025
Q1 		$3.56M Buy
55,147
+5,682
+11% +$385K 0.12% 330
2024
Q4 		$3.46M Sell
49,465
-55,130
-53% -$4.02M 0.15% 271
2024
Q3 		$6.58M Buy
104,595
+50,893
+95% +$3.35M 0.29% 75
2024
Q2 		$3.07M Sell
53,702
-17,213
-24% -$936K 0.15% 229
2024
Q1 		$3.83M Buy
70,915
+32,098
+83% +$1.69M 0.19% 176
2023
Q4 		$2.12M Sell
38,817
-13,192
-25% -$551K 0.15% 227
2023
Q3 		$1.97M Buy
52,009
+5,596
+12% +$237K 0.16% 197
2023
Q2 		$1.83M Buy
+46,413
New +$1.8M 0.17% 206

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