Heartland Advisors’s Axos Financial AX Stock Holding History

Heartland 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
2024 Q3	–	Sell	-25,539	Closed	-$1.46M	–	185
2024 Q2	$1.46M	Buy	+25,539	New	+$1.39M	0.08%	168

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heartland Advisors's AX Position: Q3 2024 in Review

Heartland Advisors sold out of Axos Financial (AX) in Q3 2024, closing a stake of 25,539 shares — an estimated $1.46M sold.

Heartland Advisors first reported a position in AX in Q2 2024 and held it in 1 quarter. The position peaked at $1.46M in Q2 2024. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

Heartland Advisors reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
Heartland Advisors sold 25,539 Axos Financial shares in Q3 2024, an estimated $1.46M.
Heartland Advisors first reported a position in Axos Financial in Q2 2024 and held it in 1 quarter.
Heartland Advisors's Axos Financial position peaked at $1.46M in Q2 2024.
334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Heartland Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.