Lido Advisors
AX icon

Lido Advisors’s Axos Financial AX Stock Holding History

Lido 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
2026
Q1 		$601K Buy
7,060
+910
+15% +$82.9K ﹤0.01% 1198
2025
Q4 		$522K Buy
6,150
+150
+3% +$12.4K ﹤0.01% 1279
2025
Q3 		$508K Buy
6,000
+158
+3% +$13.8K ﹤0.01% 1224
2025
Q2 		$444K Buy
+5,842
New +$395K ﹤0.01% 1151
2024
Q3 		– Sell
-5,178
Closed -$296K – 1476
2024
Q2 		$296K Sell
5,178
-218
-4% -$11.9K ﹤0.01% 1132
2024
Q1 		$292K Buy
5,396
+518
+11% +$27.3K ﹤0.01% 1113
2023
Q4 		$266K Buy
+4,878
New +$204K ﹤0.01% 1089

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