First Hawaiian Bank’s Axos Financial AX Stock Holding History

First Hawaiian Bank’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
2024 Q2	–	Sell	-4,555	Closed	-$246K	–	840
2024 Q1	$246K	Sell	4,555 -8,460	-65%	-$445K	0.01%	715
2023 Q4	$711K	Buy	13,015 +5,160	+66%	+$215K	0.02%	484
2023 Q3	$297K	Hold	7,855	–	–	0.01%	706
2023 Q2	$310K	Buy	+7,855	New	+$304K	0.01%	713
2021 Q3	–	Sell	-11,770	Closed	-$546K	–	854
2021 Q2	$546K	Hold	11,770	–	–	0.02%	477
2021 Q1	$553K	Hold	11,770	–	–	0.02%	491
2020 Q4	$442K	Buy	+11,770	New	+$372K	0.02%	531

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First Hawaiian Bank's AX Position: Q2 2024 in Review

First Hawaiian Bank sold out of Axos Financial (AX) in Q2 2024, closing a stake of 4,555 shares — an estimated $246K sold.

First Hawaiian Bank first reported a position in AX in Q4 2020 and held it in 7 quarters. The position peaked at $711K in Q4 2023. 318 funds tracked by Wall St. Rank hold AX as of Q2 2024.

First Hawaiian Bank reported no remaining Axos Financial position as of Q2 2024 after selling out during the quarter.
First Hawaiian Bank sold 4,555 Axos Financial shares in Q2 2024, an estimated $246K.
First Hawaiian Bank first reported a position in Axos Financial in Q4 2020 and held it in 7 quarters.
First Hawaiian Bank's Axos Financial position peaked at $711K in Q4 2023.
318 funds tracked by Wall St. Rank held Axos Financial as of Q2 2024.

Based on First Hawaiian Bank's 13F filing for Q2 2024, filed 2 Jul 2024.