LGT Financial Advisors’s Axos Financial AX Stock Holding History

LGT Financial 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
2025 Q1	–	Sell	-204	Closed	-$14.2K	–	341
2024 Q4	$14.2K	Hold	204	–	–	0.03%	380
2024 Q3	$12.8K	Hold	204	–	–	0.03%	368
2024 Q2	$11.7K	Hold	204	–	–	0.02%	434
2024 Q1	$11K	Hold	204	–	–	0.01%	479
2023 Q4	$11.1K	Hold	204	–	–	0.01%	465
2023 Q3	$7.72K	Buy	+204	New	+$8.63K	0.01%	528

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

LGT Financial Advisors's AX Position: Q1 2025 in Review

LGT Financial Advisors sold out of Axos Financial (AX) in Q1 2025, closing a stake of 204 shares — an estimated $14.2K sold.

LGT Financial Advisors first reported a position in AX in Q3 2023 and held it in 6 quarters. The position peaked at $14.2K in Q4 2024. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

LGT Financial Advisors reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 204 Axos Financial shares in Q1 2025, an estimated $14.2K.
LGT Financial Advisors first reported a position in Axos Financial in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's Axos Financial position peaked at $14.2K in Q4 2024.
351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.