Global Retirement Partners’s Axos Financial AX Stock Holding History

Global Retirement Partners’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 Q4	$132K	Buy	1,529 +1,284	+524%	+$106K	﹤0.01%	1733
2025 Q3	$20.7K	Hold	245	–	–	﹤0.01%	2379
2025 Q2	$18.6K	Buy	+245	New	+$16.6K	﹤0.01%	2329
2024 Q4	$17.1K	Hold	245	–	–	﹤0.01%	2173
2024 Q3	$15.4K	Buy	245 +5	+2%	+$329	﹤0.01%	2119
2024 Q2	$13.7K	Sell	240 -25	-9%	-$1.36K	﹤0.01%	2171
2024 Q1	$14.3K	Hold	265	–	–	﹤0.01%	1957
2023 Q4	$13.7K	Hold	265	–	–	﹤0.01%	1932
2023 Q3	$9.74K	Hold	265	–	–	﹤0.01%	1967
2023 Q2	$10.5K	Hold	265	–	–	﹤0.01%	1945
2023 Q1	$10.1K	Sell	265 -8	-3%	-$345	﹤0.01%	1922
2022 Q4	$10.4K	Hold	273	–	–	﹤0.01%	1765
2022 Q3	$11K	Buy	273 +6	+2%	+$243	﹤0.01%	1638
2022 Q2	$10K	Buy	267 +8	+3%	+$307	﹤0.01%	1611
2022 Q1	$9K	Buy	+259	New	+$13.7K	﹤0.01%	1648
2021 Q2	–	Sell	-130	Closed	-$6K	–	1866
2021 Q1	$6K	Hold	130	–	–	﹤0.01%	1413
2020 Q4	$5K	Buy	+130	New	+$4.11K	﹤0.01%	1430

Other funds holding AX

BlackRock New York $5.7T 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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return