Lindbrook Capital’s Axos Financial AX Stock Holding History

Lindbrook Capital’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	$5.1K	Hold	79	–	–	﹤0.01%	1944
2024 Q4	$5.52K	Hold	79	–	–	﹤0.01%	1942
2024 Q3	$4.97K	Hold	79	–	–	﹤0.01%	2017
2024 Q2	$4.51K	Hold	79	–	–	﹤0.01%	2045
2024 Q1	$4.27K	Hold	79	–	–	﹤0.01%	1962
2023 Q4	$4.31K	Hold	79	–	–	﹤0.01%	1960
2023 Q3	$2.99K	Hold	79	–	–	﹤0.01%	1984
2023 Q2	$3.12K	Hold	79	–	–	﹤0.01%	1988
2023 Q1	$2.92K	Hold	79	–	–	﹤0.01%	2086
2022 Q4	$3.02K	Hold	79	–	–	﹤0.01%	2050
2022 Q3	$3K	Hold	79	–	–	﹤0.01%	1838
2022 Q2	$3K	Hold	79	–	–	﹤0.01%	1748
2022 Q1	$4K	Hold	79	–	–	﹤0.01%	1670
2021 Q4	$4K	Hold	79	–	–	﹤0.01%	1557
2021 Q3	$4K	Hold	79	–	–	﹤0.01%	1298
2021 Q2	$4K	Hold	79	–	–	﹤0.01%	1340
2021 Q1	$4K	Hold	79	–	–	﹤0.01%	1306
2020 Q4	$3K	Hold	79	–	–	﹤0.01%	1317
2020 Q3	$2K	Hold	79	–	–	﹤0.01%	1362
2020 Q2	$2K	Hold	79	–	–	﹤0.01%	1354
2020 Q1	$1K	Buy	+79	New	+$1.99K	﹤0.01%	1392
2019 Q2	–	Sell	-1,000	Closed	-$28K	–	1395
2019 Q1	$28K	Hold	1,000	–	–	0.01%	578
2018 Q4	$25K	Buy	+1,000	New	+$30.2K	0.01%	531

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $4.36B AUM 17.81% 1-Year Est. Return

Lindbrook Capital's AX Position: Q1 2025 in Review

Lindbrook Capital held its Axos Financial (AX) position steady in Q1 2025 at 79 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Lindbrook Capital first reported a position in AX in Q4 2018 and has held it in 23 quarters since. The position peaked at $28K in Q1 2019. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

Lindbrook Capital held 79 shares of Axos Financial worth $5.1K as of Q1 2025.
Lindbrook Capital left its Axos Financial share count unchanged in Q1 2025.
Axos Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1944 holding.
Lindbrook Capital first reported a position in Axos Financial in Q4 2018 and has held it in 23 quarters since.
Lindbrook Capital's Axos Financial position peaked at $28K in Q1 2019.
351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.