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First Eagle Investment Management’s
Axos Financial
AX
Stock Holding History
First Eagle Investment Management’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
$14M
Buy
164,612
+22,325
+16%
+$2.03M
0.02%
134
2025
Q4
$12.3M
Buy
142,287
+2,539
+2%
+$209K
0.02%
133
2025
Q3
$11.8M
Buy
139,748
+4,576
+3%
+$399K
0.02%
137
2025
Q2
$10.3M
Sell
135,172
-27,100
-17%
-$1.83M
0.02%
152
2025
Q1
$10.5M
Sell
162,272
-39,500
-20%
-$2.68M
0.02%
142
2024
Q4
$14.1M
Sell
201,772
-3,600
-2%
-$263K
0.03%
121
2024
Q3
$12.9M
Sell
205,372
-8,200
-4%
-$539K
0.03%
140
2024
Q2
$12.2M
Buy
213,572
+26,000
+14%
+$1.41M
0.03%
140
2024
Q1
$10.1M
Buy
187,572
+12,650
+7%
+$666K
0.02%
160
2023
Q4
$9.55M
Buy
174,922
+64,939
+59%
+$2.71M
0.02%
152
2023
Q3
$4.16M
Buy
109,983
+33,825
+44%
+$1.43M
0.01%
240
2023
Q2
$3M
Buy
76,158
+61,155
+408%
+$2.37M
0.01%
257
2023
Q1
$554K
Sell
15,003
-25,000
-62%
-$1.08M
﹤0.01%
345
2022
Q4
$1.53M
Sell
40,003
-23,968
-37%
-$914K
﹤0.01%
295
2022
Q3
$2.19M
Sell
63,971
-21,500
-25%
-$870K
0.01%
201
2022
Q2
$3.06M
Buy
85,471
+36,957
+76%
+$1.42M
0.01%
126
2022
Q1
$2.25M
Buy
48,514
+29,546
+156%
+$1.56M
0.01%
158
2021
Q4
$1.06M
Buy
18,968
+15,000
+378%
+$839K
﹤0.01%
150
2021
Q3
$205K
Buy
3,968
+3,200
+417%
+$152K
﹤0.01%
256
2021
Q2
$36K
Buy
+768
New
+$35.9K
﹤0.01%
245
Other funds holding AX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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