GCM
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Graham Capital Management’s Axos Financial AX Stock Holding History

Graham Capital 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
2025
Q3 		– Sell
-4,432
Closed -$337K – 1247
2025
Q2 		$337K Buy
+4,432
New +$300K 0.01% 954
2024
Q4 		– Sell
-3,379
Closed -$212K – 1230
2024
Q3 		$212K Sell
3,379
-19,466
-85% -$1.28M ﹤0.01% 891
2024
Q2 		$1.31M Buy
+22,845
New +$1.24M 0.03% 348
2023
Q2 		– Sell
-6,243
Closed -$230K – 966
2023
Q1 		$230K Buy
+6,243
New +$269K 0.01% 933
2022
Q4 		– Sell
-24,895
Closed -$852K – 1049
2022
Q3 		$852K Buy
+24,895
New +$1.01M 0.03% 551

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Graham Capital Management's AX Position: Q3 2025 in Review

Graham Capital Management sold out of Axos Financial (AX) in Q3 2025, closing a stake of 4,432 shares — an estimated $337K sold.

Graham Capital Management first reported a position in AX in Q3 2022 and held it in 5 quarters. The position peaked at $1.31M in Q2 2024. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Graham Capital Management reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
  • Graham Capital Management sold 4,432 Axos Financial shares in Q3 2025, an estimated $337K.
  • Graham Capital Management first reported a position in Axos Financial in Q3 2022 and held it in 5 quarters.
  • Graham Capital Management's Axos Financial position peaked at $1.31M in Q2 2024.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Graham Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.