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Livforsakringsbolaget Skandia’s Axos Financial AX Stock Holding History

Livforsakringsbolaget Skandia’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 		$3.8M Buy
44,700
+4,000
+10% +$365K 0.15% 110
2025
Q4 		$3.5M Hold
40,700
– – 0.14% 110
2025
Q3 		$3.44M Buy
40,700
+1,100
+3% +$95.9K 0.13% 114
2025
Q2 		$3.01M Buy
39,600
+7,000
+21% +$473K 0.13% 129
2025
Q1 		$2.1M Hold
32,600
– – 0.12% 128
2024
Q4 		$2.28M Hold
32,600
– – 0.12% 129
2024
Q3 		$2.05M Buy
32,600
+6,400
+24% +$421K 0.11% 137
2024
Q2 		$1.5M Buy
26,200
+12,100
+86% +$658K 0.12% 135
2024
Q1 		$762K Buy
+14,100
New +$742K 0.06% 188

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