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Heck Capital Advisors’s Axos Financial AX Stock Holding History

Heck Capital 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
2025
Q1 		– Sell
-500
Closed -$34.9K – 288
2024
Q4 		$34.9K Buy
+500
New +$36.5K ﹤0.01% 420

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 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 $860B AUM 41.15% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Heck Capital Advisors's AX Position: Q1 2025 in Review

Heck Capital Advisors sold out of Axos Financial (AX) in Q1 2025, closing a stake of 500 shares — an estimated $34.9K sold.

Heck Capital Advisors first reported a position in AX in Q4 2024 and held it in 1 quarter. The position peaked at $34.9K in Q4 2024. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

  • Heck Capital Advisors reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 500 Axos Financial shares in Q1 2025, an estimated $34.9K.
  • Heck Capital Advisors first reported a position in Axos Financial in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Axos Financial position peaked at $34.9K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.