HWM
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Hemington Wealth Management’s Axos Financial AX Stock Holding History

Hemington Wealth Management’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
Q3 		$9K Buy
114
+4
+4% +$349 ﹤0.01% 900
2025
Q2 		$8K Buy
110
+30
+38% +$2.03K ﹤0.01% 926
2025
Q1 		$5K Buy
80
+18
+29% +$1.22K ﹤0.01% 1019
2024
Q4 		$4K Buy
62
+19
+44% +$1.39K ﹤0.01% 1054
2024
Q3 		$2K Buy
+43
New +$2.83K ﹤0.01% 1139

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Hemington Wealth Management's AX Position: Q3 2025 in Review

Hemington Wealth Management increased its Axos Financial (AX) stake by 3.6% in Q3 2025, buying an estimated $349 and bringing the position to 114 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Hemington Wealth Management first reported a position in AX in Q3 2024 and has held it in 5 quarters since. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Hemington Wealth Management held 114 shares of Axos Financial worth $9K as of Q3 2025.
  • Hemington Wealth Management bought 4 Axos Financial shares in Q3 2025, an estimated $349.
  • Axos Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #900 holding.
  • Hemington Wealth Management first reported a position in Axos Financial in Q3 2024 and has held it in 5 quarters since.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.