Handelsbanken Fonder

Handelsbanken Fonder’s Axos Financial AX Stock Holding History

Handelsbanken Fonder’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 Q2	$1.53M	Hold	15,695	–	–	﹤0.01%	938
2026 Q1	$1.33M	Hold	15,695	–	–	﹤0.01%	911
2025 Q4	$1.35M	Hold	15,695	–	–	﹤0.01%	907
2025 Q3	$1.33M	Buy	15,695 +4,100	+35%	+$357K	﹤0.01%	893
2025 Q2	$882K	Hold	11,595	–	–	﹤0.01%	1012
2025 Q1	$748K	Hold	11,595	–	–	﹤0.01%	1062
2024 Q4	$810K	Buy	11,595 +1,600	+16%	+$117K	﹤0.01%	1067
2024 Q3	$628K	Hold	9,995	–	–	﹤0.01%	1143
2024 Q2	$571K	Hold	9,995	–	–	﹤0.01%	1099
2024 Q1	$540K	Hold	9,995	–	–	﹤0.01%	1128
2023 Q4	$546K	Hold	9,995	–	–	﹤0.01%	1109
2023 Q3	$378K	Hold	9,995	–	–	﹤0.01%	1195
2023 Q2	$394K	Hold	9,995	–	–	﹤0.01%	1194
2023 Q1	$369K	Hold	9,995	–	–	﹤0.01%	1170
2022 Q4	$382K	Hold	9,995	–	–	﹤0.01%	1110
2022 Q3	$342K	Hold	9,995	–	–	﹤0.01%	1169
2022 Q2	$358K	Hold	9,995	–	–	﹤0.01%	1223
2022 Q1	$464K	Sell	9,995 -3,300	-25%	-$174K	﹤0.01%	1260
2021 Q4	$743K	Sell	13,295 -1,800	-12%	-$101K	﹤0.01%	1077
2021 Q3	$778K	Buy	15,095 +2,500	+20%	+$119K	﹤0.01%	1052
2021 Q2	$584K	Buy	12,595 +3,600	+40%	+$168K	﹤0.01%	1263
2021 Q1	$423K	Hold	8,995	–	–	﹤0.01%	1282
2020 Q4	$338K	Hold	8,995	–	–	﹤0.01%	1353
2020 Q3	$210K	Buy	+8,995	New	+$206K	﹤0.01%	1376

Other funds holding AX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return