IA
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Inspire Advisors’s Axos Financial AX Stock Holding History

Inspire 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 		$795K Sell
9,344
-811
-8% -$73.9K 0.06% 237
2025
Q4 		$875K Sell
10,155
-461
-4% -$38K 0.08% 178
2025
Q3 		$899K Buy
10,616
+51
+0.5% +$4.44K 0.09% 181
2025
Q2 		$803K Buy
10,565
+572
+6% +$38.7K 0.08% 179
2025
Q1 		$645K Buy
+9,993
New +$678K 0.07% 192
2021
Q1 		– Sell
-787
Closed -$30K – 143
2020
Q4 		$30K Buy
+787
New +$24.9K 0.01% 293

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