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AX icon

Inspire Investing’s Axos Financial AX Stock Holding History

Inspire Investing’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 		$1.9K Buy
22
+1
+5% +$91 ﹤0.01% 1011
2025
Q4 		$1.81K Buy
+21
New +$1.73K ﹤0.01% 999
2025
Q1 		– Sell
-14,223
Closed -$994K – 804
2024
Q4 		$994K Buy
14,223
+1,561
+12% +$114K 0.11% 205
2024
Q3 		$796K Buy
+12,662
New +$832K 0.08% 274
2021
Q1 		– Sell
-9,885
Closed -$371K – 608
2020
Q4 		$371K Buy
+9,885
New +$313K 0.08% 334
2020
Q2 		– Sell
-1,479
Closed -$27K – 513
2020
Q1 		$27K Sell
1,479
-5,856
-80% -$147K 0.01% 624
2019
Q4 		$222K Sell
7,335
-941
-11% -$27.5K 0.08% 241
2019
Q3 		$229K Buy
8,276
+366
+5% +$9.85K 0.09% 241
2019
Q2 		$216K Buy
7,910
+981
+14% +$28.9K 0.09% 230
2019
Q1 		$201K Buy
+6,929
New +$208K 0.09% 231
2018
Q1 		– Sell
-3,740
Closed -$112K – 248
2017
Q4 		$112K Buy
+3,740
New +$102K 0.1% 181

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