Jones Financial Companies
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Jones Financial Companies’s Axos Financial AX Stock Holding History

Jones Financial Companies’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 		$1.09M Buy
13,189
+5,602
+74% +$511K ﹤0.01% 1680
2025
Q4 		$654K Sell
7,587
-923
-11% -$76K ﹤0.01% 1399
2025
Q3 		$744K Sell
8,510
-34
-0.4% -$2.96K ﹤0.01% 1238
2025
Q2 		$657K Buy
8,544
+920
+12% +$62.2K ﹤0.01% 1178
2025
Q1 		$484K Sell
7,624
-368
-5% -$25K ﹤0.01% 1138
2024
Q4 		$558K Sell
7,992
-241
-3% -$17.6K ﹤0.01% 952
2024
Q3 		$513K Buy
8,233
+138
+2% +$9.07K ﹤0.01% 811
2024
Q2 		$463K Buy
8,095
+1,515
+23% +$82.4K ﹤0.01% 582
2024
Q1 		$356K Buy
6,580
+4,161
+172% +$219K ﹤0.01% 369
2023
Q4 		$132K Buy
+2,419
New +$101K ﹤0.01% 375

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