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Investment Research & Advisory Group’s Axos Financial AX Stock Holding History

Investment Research & Advisory Group’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
2025
Q1 		– Sell
-504
Closed -$35.2K – 251
2024
Q4 		$35.2K Hold
504
– – 0.01% 114
2024
Q3 		$31.7K Hold
504
– – 0.01% 116
2024
Q2 		$28.8K Hold
504
– – 0.01% 111
2024
Q1 		$27.2K Buy
+504
New +$26.5K 0.01% 113

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Investment Research & Advisory Group's AX Position: Q1 2025 in Review

Investment Research & Advisory Group sold out of Axos Financial (AX) in Q1 2025, closing a stake of 504 shares — an estimated $35.2K sold.

Investment Research & Advisory Group first reported a position in AX in Q1 2024 and held it in 4 quarters. The position peaked at $35.2K in Q4 2024. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

  • Investment Research & Advisory Group reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
  • Investment Research & Advisory Group sold 504 Axos Financial shares in Q1 2025, an estimated $35.2K.
  • Investment Research & Advisory Group first reported a position in Axos Financial in Q1 2024 and held it in 4 quarters.
  • Investment Research & Advisory Group's Axos Financial position peaked at $35.2K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Investment Research & Advisory Group's 13F filing for Q1 2025, filed 21 Apr 2025.