Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
AX icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Axos Financial AX Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$4.4M Sell
51,756
-4,608
-8% -$420K 0.01% 786
2025
Q4 		$4.86M Buy
+56,364
New +$4.64M 0.01% 679
2025
Q1 		– Sell
-21,000
Closed -$1.47M – 1120
2024
Q4 		$1.47M Buy
+21,000
New +$1.53M ﹤0.01% 748
2022
Q4 		– Sell
-28,300
Closed -$969K – 1409
2022
Q3 		$969K Sell
28,300
-53,100
-65% -$2.15M ﹤0.01% 920
2022
Q2 		$2.92M Buy
+81,400
New +$3.13M 0.01% 635
2021
Q1 		– Sell
-26,600
Closed -$998K – 1543
2020
Q4 		$998K Buy
+26,600
New +$841K ﹤0.01% 981

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