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Kathleen S. Wright Associates’s Axos Financial AX Stock Holding History

Kathleen S. Wright Associates’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 		$36.1K Hold
426
– – 0.01% 163
2025
Q2 		$32.4K Hold
426
– – 0.01% 170
2025
Q1 		$27.5K Hold
426
– – 0.01% 173
2024
Q4 		$29.8K Hold
426
– – 0.01% 174
2024
Q3 		$26.8K Buy
+426
New +$28K 0.01% 193

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

Kathleen S. Wright Associates's AX Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Axos Financial (AX) position steady in Q3 2025 at 426 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #163.

Kathleen S. Wright Associates first reported a position in AX in Q3 2024 and has held it in 5 quarters since. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Kathleen S. Wright Associates held 426 shares of Axos Financial worth $36.1K as of Q3 2025.
  • Kathleen S. Wright Associates left its Axos Financial share count unchanged in Q3 2025.
  • Axos Financial made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #163 holding.
  • Kathleen S. Wright Associates first reported a position in Axos Financial in Q3 2024 and has held it in 5 quarters since.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.