JCIA
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Jackson Creek Investment Advisors’s Axos Financial AX Stock Holding History

Jackson Creek Investment 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 		$1.72M Sell
20,214
-511
-2% -$46.6K 0.51% 82
2025
Q4 		$1.79M Buy
20,725
+18,179
+714% +$1.5M 0.53% 62
2025
Q3 		$216K Buy
+2,546
New +$222K 0.06% 274
2024
Q3 		– Sell
-20,178
Closed -$1.15M – 302
2024
Q2 		$1.15M Sell
20,178
-32
-0.2% -$1.74K 0.42% 75
2024
Q1 		$1.09M Sell
20,210
-49
-0.2% -$2.58K 0.39% 109
2023
Q4 		$1.11M Hold
20,259
– – 0.42% 69
2023
Q3 		$767K Sell
20,259
-13
-0.1% -$550 0.32% 169
2023
Q2 		$800K Buy
20,272
+1,287
+7% +$49.9K 0.32% 169
2023
Q1 		$701K Buy
+18,985
New +$819K 0.29% 191

Other funds holding AX

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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