IMC Chicago
AX icon

IMC Chicago’s Axos Financial AX Stock Holding History

IMC Chicago’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 		$1.3M Sell
15,300
-5,000
-25% -$456K ﹤0.01% 3006
2025
Q4 		$1.75M Sell
20,300
-10,700
-35% -$881K ﹤0.01% 2536
2025
Q3 		$2.62M Buy
31,000
+7,200
+30% +$627K ﹤0.01% 2044
2025
Q2 		$1.81M Buy
23,800
+2,600
+12% +$176K ﹤0.01% 2080
2025
Q1 		$1.37M Sell
21,200
-23,500
-53% -$1.59M ﹤0.01% 2059
2024
Q4 		$3.12M Buy
44,700
+2,600
+6% +$190K ﹤0.01% 1537
2024
Q3 		$2.65M Buy
42,100
+20,200
+92% +$1.33M ﹤0.01% 1502
2024
Q2 		$1.25M Buy
21,900
+11,400
+109% +$620K ﹤0.01% 1830
2024
Q1 		$567K Buy
+10,500
New +$552K ﹤0.01% 1987

Other funds holding AX

BlackRock
BlackRock New York $5.72T 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