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Jarislowsky, Fraser Ltd’s Axos Financial AX Stock Holding History

Jarislowsky, Fraser Ltd’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
Q3 		$32.4M Sell
382,183
-4,477
-1% -$390K 0.18% 69
2025
Q2 		$29.4M Buy
386,660
+3,365
+0.9% +$227K 0.17% 72
2025
Q1 		$24.7M Sell
383,295
-21,644
-5% -$1.47M 0.16% 74
2024
Q4 		$28.3M Sell
404,939
-209,399
-34% -$15.3M 0.17% 71
2024
Q3 		$38.6M Sell
614,338
-19,703
-3% -$1.3M 0.22% 67
2024
Q2 		$36.2M Sell
634,041
-17,794
-3% -$968K 0.22% 66
2024
Q1 		$35.2M Sell
651,835
-173,832
-21% -$9.15M 0.2% 67
2023
Q4 		$45.1M Sell
825,667
-18,691
-2% -$780K 0.27% 64
2023
Q3 		$32M Sell
844,358
-4,237
-0.5% -$179K 0.21% 64
2023
Q2 		$33.5M Sell
848,595
-17,912
-2% -$694K 0.2% 64
2023
Q1 		$32M Sell
866,507
-23,980
-3% -$1.03M 0.2% 64
2022
Q4 		$34M Buy
890,487
+108,508
+14% +$4.14M 0.22% 62
2022
Q3 		$26.8M Buy
781,979
+170,348
+28% +$6.89M 0.19% 66
2022
Q2 		$21.9M Buy
+611,631
New +$23.5M 0.14% 75

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Jarislowsky, Fraser Ltd's AX Position: Q3 2025 in Review

Jarislowsky, Fraser Ltd reduced its Axos Financial (AX) stake by 1.2% in Q3 2025, selling an estimated $390K and leaving 382,183 shares worth $32.4M. The position accounts for 0.18% of the portfolio, ranked #69.

Jarislowsky, Fraser Ltd first reported a position in AX in Q2 2022 and has held it in 14 quarters since. The position peaked at $45.1M in Q4 2023. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Jarislowsky, Fraser Ltd held 382,183 shares of Axos Financial worth $32.4M as of Q3 2025.
  • Jarislowsky, Fraser Ltd sold 4,477 Axos Financial shares in Q3 2025, an estimated $390K.
  • Axos Financial made up 0.18% of Jarislowsky, Fraser Ltd's portfolio in Q3 2025, its #69 holding.
  • Jarislowsky, Fraser Ltd first reported a position in Axos Financial in Q2 2022 and has held it in 14 quarters since.
  • Jarislowsky, Fraser Ltd's Axos Financial position peaked at $45.1M in Q4 2023.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Jarislowsky, Fraser Ltd's 13F filing for Q3 2025, filed 21 Oct 2025.