HighTower Advisors
AX icon

HighTower Advisors’s Axos Financial AX Stock Holding History

HighTower 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
2026
Q1 		$501K Buy
5,889
+1,397
+31% +$127K ﹤0.01% 2712
2025
Q4 		$387K Sell
4,492
-95
-2% -$7.82K ﹤0.01% 2831
2025
Q3 		$388K Sell
4,587
-1,940
-30% -$169K ﹤0.01% 2821
2025
Q2 		$496K Sell
6,527
-251
-4% -$17K ﹤0.01% 2533
2025
Q1 		$437K Sell
6,778
-6,570
-49% -$446K ﹤0.01% 2576
2024
Q4 		$932K Buy
13,348
+5,380
+68% +$393K ﹤0.01% 2013
2024
Q3 		$501K Sell
7,968
-106
-1% -$6.97K ﹤0.01% 2395
2024
Q2 		$458K Sell
8,074
-43
-0.5% -$2.34K ﹤0.01% 2393
2024
Q1 		$442K Buy
8,117
+3,967
+96% +$209K ﹤0.01% 2354
2023
Q4 		$229K Buy
+4,150
New +$173K ﹤0.01% 2923
2021
Q2 		– Sell
-31,428
Closed -$1.48M – 3162
2021
Q1 		$1.48M Sell
31,428
-8,904
-22% -$401K ﹤0.01% 1327
2020
Q4 		$1.51M Buy
+40,332
New +$1.28M 0.01% 1029

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