Epoch Investment Partners’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 | – | Sell |
-38,051
| Closed | -$3.28M | – | 238 |
|
|
2025
Q4 | $3.28M | Sell |
38,051
-7,338
| -16% | -$604K | 0.02% | 208 |
|
|
2025
Q3 | $3.84M | Sell |
45,389
-2
| -0% | -$174 | 0.02% | 212 |
|
|
2025
Q2 | $3.45M | Sell |
45,391
-155,752
| -77% | -$10.5M | 0.02% | 212 |
|
|
2025
Q1 | $13M | Buy |
201,143
+1,481
| +0.7% | +$100K | 0.07% | 198 |
|
|
2024
Q4 | $13.9M | Buy |
199,662
+143,474
| +255% | +$10.5M | 0.07% | 193 |
|
|
2024
Q3 | $3.53M | Buy |
56,188
+13,284
| +31% | +$873K | 0.02% | 228 |
|
|
2024
Q2 | $2.45M | Sell |
42,904
-101,973
| -70% | -$5.55M | 0.01% | 245 |
|
|
2024
Q1 | $7.83M | Buy |
+144,877
| New | +$7.62M | 0.03% | 259 |
|
|
2023
Q3 | – | Sell |
-934,813
| Closed | -$36.9M | – | 421 |
|
|
2023
Q2 | $36.9M | Buy |
934,813
+179,762
| +24% | +$6.97M | 0.21% | 160 |
|
|
2023
Q1 | $27.9M | Sell |
755,051
-126,432
| -14% | -$5.45M | 0.17% | 179 |
|
|
2022
Q4 | $33.7M | Sell |
881,483
-37,655
| -4% | -$1.44M | 0.2% | 160 |
|
|
2022
Q3 | $31.5M | Sell |
919,138
-16,564
| -2% | -$670K | 0.21% | 153 |
|
|
2022
Q2 | $33.5M | Sell |
935,702
-289
| -0% | -$11.1K | 0.2% | 164 |
|
|
2022
Q1 | $43.4M | Buy |
935,991
+101,316
| +12% | +$5.35M | 0.21% | 148 |
|
|
2021
Q4 | $46.7M | Sell |
834,675
-236,749
| -22% | -$13.2M | 0.24% | 144 |
|
|
2021
Q3 | $55.2M | Buy |
1,071,424
+5,057
| +0.5% | +$240K | 0.31% | 107 |
|
|
2021
Q2 | $49.5M | Sell |
1,066,367
-271,433
| -20% | -$12.7M | 0.27% | 117 |
|
|
2021
Q1 | $62.9M | Sell |
1,337,800
-520,122
| -28% | -$23.4M | 0.29% | 117 |
|
|
2020
Q4 | $69.7M | Sell |
1,857,922
-157,956
| -8% | -$4.99M | 0.32% | 112 |
|
|
2020
Q3 | $47M | Sell |
2,015,878
-45,635
| -2% | -$1.04M | 0.23% | 122 |
|
|
2020
Q2 | $45.5M | Sell |
2,061,513
-201,998
| -9% | -$4.11M | 0.23% | 123 |
|
|
2020
Q1 | $41M | Buy |
2,263,511
+130,557
| +6% | +$3.28M | 0.25% | 117 |
|
|
2019
Q4 | $64.6M | Sell |
2,132,954
-104,181
| -5% | -$3.04M | 0.28% | 122 |
|
|
2019
Q3 | $61.9M | Buy |
2,237,135
+506,961
| +29% | +$13.6M | 0.28% | 117 |
|
|
2019
Q2 | $47.1M | Buy |
1,730,174
+296,056
| +21% | +$8.71M | 0.21% | 117 |
|
|
2019
Q1 | $41.5M | Sell |
1,434,118
-73,296
| -5% | -$2.2M | 0.18% | 121 |
|
|
2018
Q4 | $38M | Buy |
1,507,414
+135,842
| +10% | +$4.1M | 0.18% | 128 |
|
|
2018
Q3 | $47.2M | Buy |
1,371,572
+899,341
| +190% | +$34.5M | 0.18% | 122 |
|
|
2018
Q2 | $19.3K | Buy |
+472,231
| New | +$19.6M | 0.06% | 193 |
|
Other funds holding AX
VPM
VCM
DAM
