GLA
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Great Lakes Advisors’s Axos Financial AX Stock Holding History

Great Lakes Advisors’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
2026
Q1 		$873K Sell
10,262
-18
-0.2% -$1.64K 0.01% 529
2025
Q4 		$886K Sell
10,280
-51
-0.5% -$4.2K 0.01% 538
2025
Q3 		$875K Sell
10,331
-17
-0.2% -$1.48K 0.01% 539
2025
Q2 		$787K Buy
10,348
+114
+1% +$7.71K 0.01% 551
2025
Q1 		$660K Sell
10,234
-226
-2% -$15.3K 0.01% 568
2024
Q4 		$731K Sell
10,460
-82
-0.8% -$5.99K 0.01% 611
2024
Q3 		$663K Buy
10,542
+66
+0.6% +$4.34K 0.01% 621
2024
Q2 		$599K Buy
10,476
+9
+0.1% +$490 0.01% 626
2024
Q1 		$566K Buy
10,467
+136
+1% +$7.16K ﹤0.01% 603
2023
Q4 		$564K Buy
+10,331
New +$431K 0.01% 593

Other funds holding AX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return