FCAG
AX icon

First Capital Advisors Group’s Axos Financial AX Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$1.97K Buy
+50
New +$1.94K ﹤0.01% 813

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

First Capital Advisors Group's AX Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Axos Financial (AX) in Q2 2023: 50 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings.

260 funds tracked by Wall St. Rank hold AX as of Q2 2023.

  • First Capital Advisors Group held 50 shares of Axos Financial worth $1.97K as of Q2 2023.
  • Axos Financial was a new First Capital Advisors Group position in Q2 2023.
  • Axos Financial made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #813 holding.
  • 260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.