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Global Financial Private Client’s Axos Financial AX Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-8
Closed -$516 – 344
2025
Q1 		$516 Buy
8
+5
+167% +$339 ﹤0.01% 1266
2024
Q4 		$210 Buy
+3
New +$219 ﹤0.01% 1247

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Global Financial Private Client's AX Position: Q2 2025 in Review

Global Financial Private Client sold out of Axos Financial (AX) in Q2 2025, closing a stake of 8 shares — an estimated $516 sold.

Global Financial Private Client first reported a position in AX in Q4 2024 and held it in 2 quarters. The position peaked at $516 in Q1 2025. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

  • Global Financial Private Client reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8 Axos Financial shares in Q2 2025, an estimated $516.
  • Global Financial Private Client first reported a position in Axos Financial in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Axos Financial position peaked at $516 in Q1 2025.
  • 365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.