JFS Wealth Advisors’s Axos Financial AX Stock Holding History

JFS Wealth 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 Q2	$10K	Buy	103 +12	+13%	+$1.08K	﹤0.01%	1003
2026 Q1	$7.74K	Buy	91 +4	+5%	+$365	﹤0.01%	1042
2025 Q4	$7.5K	Buy	87 +20	+30%	+$1.65K	﹤0.01%	1084
2025 Q3	$5.67K	Hold	67	–	–	﹤0.01%	1072
2025 Q2	$5.09K	Buy	67 +3	+5%	+$203	﹤0.01%	1081
2025 Q1	$4.13K	Buy	64 +2	+3%	+$136	﹤0.01%	1197
2024 Q4	$4.33K	Hold	62	–	–	﹤0.01%	1184
2024 Q3	$3.9K	Buy	62 +2	+3%	+$131	﹤0.01%	1212
2024 Q2	$3.43K	Hold	60	–	–	﹤0.01%	1219
2024 Q1	$3.24K	Hold	60	–	–	﹤0.01%	1266
2023 Q4	$3.28K	Buy	60 +12	+25%	+$501	﹤0.01%	1224
2023 Q3	$1.82K	Hold	48	–	–	﹤0.01%	1393
2023 Q2	$1.89K	Sell	48 -8	-14%	-$310	﹤0.01%	1402
2023 Q1	$2.07K	Sell	56 -4	-7%	-$173	﹤0.01%	1350
2022 Q4	$2.29K	Buy	60 +7	+13%	+$267	﹤0.01%	1322
2022 Q3	$2K	Buy	53 +8	+18%	+$324	﹤0.01%	1279
2022 Q2	$2K	Buy	45 +10	+29%	+$384	﹤0.01%	1278
2022 Q1	$2K	Buy	35 +14	+67%	+$740	﹤0.01%	1370
2021 Q4	$1K	Buy	+21	New	+$1.18K	﹤0.01%	1255

Other funds holding AX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return