EF
AX icon

Empowered Funds’s Axos Financial AX Stock Holding History

Empowered Funds’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 		$18.4M Buy
216,366
+92,487
+75% +$8.43M 0.12% 181
2025
Q4 		$10.7M Buy
123,879
+26,000
+27% +$2.14M 0.18% 122
2025
Q3 		$8.29M Buy
97,879
+23,026
+31% +$2.01M 0.08% 298
2025
Q2 		$5.69M Buy
74,853
+58,949
+371% +$3.98M 0.06% 402
2025
Q1 		$1.03M Sell
15,904
-402
-2% -$27.3K 0.01% 983
2024
Q4 		$1.14M Buy
16,306
+3,588
+28% +$262K 0.02% 935
2024
Q3 		$800K Buy
+12,718
New +$836K 0.01% 963
2018
Q3 		– Sell
-38,409
Closed -$1.57M – 94
2018
Q2 		$1.57M Buy
+38,409
New +$1.6M 0.49% 61

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