Lazard Asset Management
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Lazard Asset Management’s Axos Financial AX Stock Holding History

Lazard 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
Q4 		– Sell
-16,282
Closed -$1.38M – 1894
2025
Q3 		$1.38M Sell
16,282
-20,490
-56% -$1.79M ﹤0.01% 1021
2025
Q2 		$2.79M Sell
36,772
-5,675
-13% -$384K ﹤0.01% 897
2025
Q1 		$2.74M Buy
42,447
+14,484
+52% +$982K ﹤0.01% 867
2024
Q4 		$1.95M Sell
27,963
-113,704
-80% -$8.3M ﹤0.01% 888
2024
Q3 		$8.91M Sell
141,667
-155,953
-52% -$10.3M 0.01% 484
2024
Q2 		$17M Buy
297,620
+37,520
+14% +$2.04M 0.02% 411
2024
Q1 		$14.1M Buy
260,100
+14,953
+6% +$787K 0.02% 452
2023
Q4 		$13.4M Buy
245,147
+132,574
+118% +$5.53M 0.02% 487
2023
Q3 		$4.26M Buy
112,573
+63,851
+131% +$2.7M 0.01% 732
2023
Q2 		$1.92M Buy
48,722
+29,699
+156% +$1.15M ﹤0.01% 896
2023
Q1 		$702K Buy
19,023
+18,276
+2,447% +$788K ﹤0.01% 1060
2022
Q4 		$28K Buy
747
+9
+1% +$343 ﹤0.01% 2049
2022
Q3 		$25K Hold
738
– – ﹤0.01% 2024
2022
Q2 		$26K Buy
+738
New +$28.4K ﹤0.01% 2050
2021
Q2 		– Sell
-1,189
Closed -$55K – 1959
2021
Q1 		$55K Hold
1,189
– – ﹤0.01% 1392
2020
Q4 		$44K Buy
+1,189
New +$37.6K ﹤0.01% 1423
2020
Q3 		– Sell
-1,452
Closed -$32K – 1607
2020
Q2 		$32K Buy
+1,452
New +$29.5K ﹤0.01% 1343
2015
Q4 		– Sell
-4,040
Closed -$130K – 1099
2015
Q3 		$130K Buy
4,040
+400
+11% +$12K ﹤0.01% 839
2015
Q2 		$96K Buy
3,640
+360
+11% +$8.56K ﹤0.01% 922
2015
Q1 		$76K Buy
+3,280
New +$72.1K ﹤0.01% 944

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lazard Asset Management's AX Position: Q4 2025 in Review

Lazard Asset Management sold out of Axos Financial (AX) in Q4 2025, closing a stake of 16,282 shares — an estimated $1.38M sold.

Lazard Asset Management first reported a position in AX in Q1 2015 and held it in 20 quarters. The position peaked at $17M in Q2 2024. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • Lazard Asset Management reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
  • Lazard Asset Management sold 16,282 Axos Financial shares in Q4 2025, an estimated $1.38M.
  • Lazard Asset Management first reported a position in Axos Financial in Q1 2015 and held it in 20 quarters.
  • Lazard Asset Management's Axos Financial position peaked at $17M in Q2 2024.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Lazard Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.