Ensign Peak Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $383K | Hold |
4,497
| – | – | ﹤0.01% | 1038 |
|
|
2025
Q4 | $387K | Sell |
4,497
-9,300
| -67% | -$766K | ﹤0.01% | 1023 |
|
|
2025
Q3 | $1.17M | Sell |
13,797
-5,350
| -28% | -$466K | ﹤0.01% | 964 |
|
|
2025
Q2 | $1.46M | Sell |
19,147
-7,100
| -27% | -$480K | ﹤0.01% | 1037 |
|
|
2025
Q1 | $1.69M | Hold |
26,247
| – | – | ﹤0.01% | 973 |
|
|
2024
Q4 | $1.83M | Hold |
26,247
| – | – | ﹤0.01% | 978 |
|
|
2024
Q3 | $1.65M | Hold |
26,247
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q2 | $1.5M | Hold |
26,247
| – | – | ﹤0.01% | 1039 |
|
|
2024
Q1 | $1.42M | Sell |
26,247
-1,324
| -5% | -$69.7K | ﹤0.01% | 1096 |
|
|
2023
Q4 | $1.51M | Hold |
27,571
| – | – | ﹤0.01% | 1075 |
|
|
2023
Q3 | $1.04M | Hold |
27,571
| – | – | ﹤0.01% | 1174 |
|
|
2023
Q2 | $1.09M | Hold |
27,571
| – | – | ﹤0.01% | 1186 |
|
|
2023
Q1 | $1.02M | Hold |
27,571
| – | – | ﹤0.01% | 1227 |
|
|
2022
Q4 | $1.05M | Buy |
27,571
+8,500
| +45% | +$324K | ﹤0.01% | 1120 |
|
|
2022
Q3 | $653K | Hold |
19,071
| – | – | ﹤0.01% | 1323 |
|
|
2022
Q2 | $684K | Hold |
19,071
| – | – | ﹤0.01% | 1314 |
|
|
2022
Q1 | $885K | Hold |
19,071
| – | – | ﹤0.01% | 1275 |
|
|
2021
Q4 | $1.07M | Sell |
19,071
-29,600
| -61% | -$1.66M | ﹤0.01% | 1251 |
|
|
2021
Q3 | $2.51M | Hold |
48,671
| – | – | 0.01% | 983 |
|
|
2021
Q2 | $2.26M | Hold |
48,671
| – | – | ﹤0.01% | 1059 |
|
|
2021
Q1 | $2.29M | Hold |
48,671
| – | – | ﹤0.01% | 1047 |
|
|
2020
Q4 | $1.83M | Hold |
48,671
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q3 | $1.14M | Hold |
48,671
| – | – | ﹤0.01% | 1256 |
|
|
2020
Q2 | $1.07M | Hold |
48,671
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q1 | $882K | Hold |
48,671
| – | – | ﹤0.01% | 1214 |
|
|
2019
Q4 | $1.47M | Buy |
+48,671
| New | +$1.42M | ﹤0.01% | 1189 |
|
Other funds holding AX
VPM
VCM
DAM
