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Ground Swell Capital’s Axos Financial AX Stock Holding History

Ground Swell Capital’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
Q1 		– Sell
-3,738
Closed -$261K – 167
2024
Q4 		$261K Buy
+3,738
New +$273K 0.39% 63
2014
Q3 		$16K Buy
+884
New +$16.7K 0.03% 652

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Ground Swell Capital's AX Position: Q1 2025 in Review

Ground Swell Capital sold out of Axos Financial (AX) in Q1 2025, closing a stake of 3,738 shares — an estimated $261K sold.

Ground Swell Capital first reported a position in AX in Q3 2014 and held it in 2 quarters. The position peaked at $261K in Q4 2024. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

  • Ground Swell Capital reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
  • Ground Swell Capital sold 3,738 Axos Financial shares in Q1 2025, an estimated $261K.
  • Ground Swell Capital first reported a position in Axos Financial in Q3 2014 and held it in 2 quarters.
  • Ground Swell Capital's Axos Financial position peaked at $261K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.