IMC Chicago
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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 		$442K Sell
5,200
-14,100
-73% -$1.28M ﹤0.01% 4181
2025
Q4 		$1.66M Buy
19,300
+1,600
+9% +$132K ﹤0.01% 2567
2025
Q3 		$1.5M Sell
17,700
-4,600
-21% -$401K ﹤0.01% 2434
2025
Q2 		$1.7M Sell
22,300
-8,100
-27% -$547K ﹤0.01% 2120
2025
Q1 		$1.96M Sell
30,400
-18,000
-37% -$1.22M ﹤0.01% 1808
2024
Q4 		$3.38M Sell
48,400
-16,100
-25% -$1.18M ﹤0.01% 1490
2024
Q3 		$4.06M Buy
64,500
+8,000
+14% +$526K ﹤0.01% 1235
2024
Q2 		$3.23M Buy
56,500
+27,700
+96% +$1.51M ﹤0.01% 1293
2024
Q1 		$1.56M Buy
+28,800
New +$1.52M ﹤0.01% 1501

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