Geode Capital Management’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 | $169M | Buy |
1,958,430
+182,891
| +10% | +$16.7M | 0.01% | 802 |
|
|
2025
Q4 | $155M | Buy |
1,775,539
+62,269
| +4% | +$5.13M | 0.01% | 826 |
|
|
2025
Q3 | $147M | Buy |
1,713,270
+191,646
| +13% | +$16.7M | 0.01% | 850 |
|
|
2025
Q2 | $116M | Sell |
1,521,624
-24,384
| -2% | -$1.65M | 0.01% | 935 |
|
|
2025
Q1 | $99.8M | Buy |
1,546,008
+57,749
| +4% | +$3.92M | 0.01% | 979 |
|
|
2024
Q4 | $104M | Buy |
1,488,259
+43,503
| +3% | +$3.18M | 0.01% | 975 |
|
|
2024
Q3 | $90.9M | Buy |
1,444,756
+91,797
| +7% | +$6.03M | 0.01% | 1057 |
|
|
2024
Q2 | $77.3M | Buy |
1,352,959
+79,231
| +6% | +$4.31M | 0.01% | 1083 |
|
|
2024
Q1 | $68.8M | Buy |
1,273,728
+127,540
| +11% | +$6.71M | 0.01% | 1151 |
|
|
2023
Q4 | $62.6M | Buy |
1,146,188
+28,683
| +3% | +$1.2M | 0.01% | 1197 |
|
|
2023
Q3 | $42.3M | Buy |
1,117,505
+45,011
| +4% | +$1.9M | 0.01% | 1336 |
|
|
2023
Q2 | $42.3M | Buy |
1,072,494
+21,935
| +2% | +$850K | 0.01% | 1365 |
|
|
2023
Q1 | $38.8M | Buy |
1,050,559
+27,616
| +3% | +$1.19M | 0.01% | 1361 |
|
|
2022
Q4 | $39.1M | Buy |
1,022,943
+45,860
| +5% | +$1.75M | 0.01% | 1330 |
|
|
2022
Q3 | $33.4M | Buy |
977,083
+11,869
| +1% | +$480K | 0.01% | 1376 |
|
|
2022
Q2 | $34.6M | Buy |
965,214
+5,341
| +0.6% | +$205K | 0.01% | 1368 |
|
|
2022
Q1 | $44.5M | Buy |
959,873
+20,218
| +2% | +$1.07M | 0.01% | 1331 |
|
|
2021
Q4 | $52.5M | Buy |
939,655
+14,589
| +2% | +$816K | 0.01% | 1274 |
|
|
2021
Q3 | $47.7M | Buy |
925,066
+14,564
| +2% | +$691K | 0.01% | 1319 |
|
|
2021
Q2 | $42.2M | Buy |
910,502
+17,251
| +2% | +$806K | 0.01% | 1452 |
|
|
2021
Q1 | $42M | Buy |
893,251
+86,774
| +11% | +$3.91M | 0.01% | 1368 |
|
|
2020
Q4 | $30.3M | Buy |
806,477
+17,817
| +2% | +$563K | 0.01% | 1450 |
|
|
2020
Q3 | $18.4M | Buy |
788,660
+9,172
| +1% | +$210K | ﹤0.01% | 1598 |
|
|
2020
Q2 | $17.2M | Sell |
779,488
-1,143
| -0.1% | -$23.2K | ﹤0.01% | 1608 |
|
|
2020
Q1 | $14.2M | Buy |
780,631
+60,072
| +8% | +$1.51M | ﹤0.01% | 1519 |
|
|
2019
Q4 | $21.8M | Buy |
720,559
+18,437
| +3% | +$539K | ﹤0.01% | 1517 |
|
|
2019
Q3 | $19.4M | Buy |
702,122
+20,652
| +3% | +$556K | ﹤0.01% | 1509 |
|
|
2019
Q2 | $18.6M | Buy |
681,470
+46,843
| +7% | +$1.38M | ﹤0.01% | 1535 |
|
|
2019
Q1 | $18.4M | Buy |
634,627
+35,009
| +6% | +$1.05M | ﹤0.01% | 1467 |
|
|
2018
Q4 | $15.1M | Sell |
599,618
-26,232
| -4% | -$791K | ﹤0.01% | 1474 |
|
|
2018
Q3 | $21.5M | Buy |
625,850
+24,733
| +4% | +$950K | 0.01% | 1359 |
|
|
2018
Q2 | $24.6M | Buy |
601,117
+74,708
| +14% | +$3.11M | 0.01% | 1211 |
|
|
2018
Q1 | $21.3M | Buy |
526,409
+2,340
| +0.4% | +$85.3K | 0.01% | 1213 |
|
|
2017
Q4 | $15.7M | Buy |
524,069
+3,431
| +0.7% | +$93.3K | 0.01% | 1446 |
|
|
2017
Q3 | $14.8M | Sell |
520,638
-7,777
| -1% | -$203K | 0.01% | 1462 |
|
|
2017
Q2 | $12.5M | Sell |
528,415
-193,069
| -27% | -$4.57M | ﹤0.01% | 1511 |
|
|
2017
Q1 | $18.9M | Buy |
721,484
+13,044
| +2% | +$377K | 0.01% | 1196 |
|
|
2016
Q4 | $20.2M | Buy |
708,440
+63,789
| +10% | +$1.52M | 0.01% | 1070 |
|
|
2016
Q3 | $14.4M | Buy |
644,651
+23,984
| +4% | +$466K | 0.01% | 1229 |
|
|
2016
Q2 | $11M | Buy |
620,667
+72,431
| +13% | +$1.36M | 0.01% | 1367 |
|
|
2016
Q1 | $11.7K | Buy |
548,236
+174,629
| +47% | +$3.16M | 0.01% | 1287 |
|
|
2015
Q4 | $7.86M | Buy |
373,607
+26,951
| +8% | +$635K | ﹤0.01% | 1545 |
|
|
2015
Q3 | $11.2M | Buy |
346,656
+24,420
| +8% | +$730K | 0.01% | 1267 |
|
|
2015
Q2 | $8.52M | Buy |
322,236
+3,816
| +1% | +$90.7K | ﹤0.01% | 1523 |
|
|
2015
Q1 | $7.41M | Buy |
318,420
+14,432
| +5% | +$317K | ﹤0.01% | 1603 |
|
|
2014
Q4 | $5.91M | Buy |
303,988
+3,740
| +1% | +$70.2K | ﹤0.01% | 1712 |
|
|
2014
Q3 | $5.46M | Buy |
300,248
+11,828
| +4% | +$223K | ﹤0.01% | 1709 |
|
|
2014
Q2 | $5.3M | Buy |
288,420
+35,428
| +14% | +$697K | ﹤0.01% | 1752 |
|
|
2014
Q1 | $5.42M | Buy |
252,992
+15,196
| +6% | +$327K | ﹤0.01% | 1714 |
|
|
2013
Q4 | $4.66M | Buy |
237,796
+20,300
| +9% | +$365K | ﹤0.01% | 1762 |
|
|
2013
Q3 | $3.53M | Buy |
217,496
+24,940
| +13% | +$371K | ﹤0.01% | 1814 |
|
|
2013
Q2 | $2.21M | Buy |
+192,556
| New | +$2M | ﹤0.01% | 1974 |
|
Other funds holding AX
VPM
VCM
DAM
