Jupiter Asset Management’s Axos Financial AX Stock Holding History

Jupiter Asset Management’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	–	Sell	-8,104	Closed	-$616K	–	433
2025 Q2	$616K	Hold	8,104	–	–	0.01%	387
2025 Q1	$523K	Buy	+8,104	New	+$550K	0.01%	390
2018 Q4	–	Sell	-92,820	Closed	-$3.19M	–	228
2018 Q3	$3.19M	Sell	92,820 -193,884	-68%	-$7.45M	0.09%	195
2018 Q2	$11.7M	Buy	286,704 +248,934	+659%	+$10.3M	0.34%	84
2018 Q1	$1.53M	Buy	+37,770	New	+$1.38M	0.05%	211
2016 Q1	–	Sell	-43,000	Closed	-$905K	–	210
2015 Q4	$905K	Sell	43,000 -33,000	-43%	-$777K	0.03%	190
2015 Q3	$2.45M	Buy	+76,000	New	+$2.27M	0.1%	177
2014 Q2	–	Sell	-60,000	Closed	-$1.29M	–	244
2014 Q1	$1.29M	Sell	60,000 -26,836	-31%	-$577K	0.04%	213
2013 Q4	$1.7M	Sell	86,836 -1,724	-2%	-$31K	0.07%	169
2013 Q3	$1.44M	Sell	88,560 -11,620	-12%	-$173K	0.06%	160
2013 Q2	$1.15M	Buy	+100,180	New	+$1.04M	0.05%	175

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jupiter Asset Management's AX Position: Q3 2025 in Review

Jupiter Asset Management sold out of Axos Financial (AX) in Q3 2025, closing a stake of 8,104 shares — an estimated $616K sold.

Jupiter Asset Management first reported a position in AX in Q2 2013 and held it in 11 quarters. The position peaked at $11.7M in Q2 2018. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

Jupiter Asset Management reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
Jupiter Asset Management sold 8,104 Axos Financial shares in Q3 2025, an estimated $616K.
Jupiter Asset Management first reported a position in Axos Financial in Q2 2013 and held it in 11 quarters.
Jupiter Asset Management's Axos Financial position peaked at $11.7M in Q2 2018.
382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Jupiter Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.