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Mackenzie Financial’s
Axos Financial
AX
Stock Holding History
Mackenzie Financial’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
–
Sell
-3,410
Closed
-$295K
–
1457
2025
Q4
$295K
Sell
3,410
-115
-3%
-$9.47K
﹤0.01%
1392
2025
Q3
$298K
Hold
3,525
–
–
﹤0.01%
1410
2025
Q2
$268K
Hold
3,525
–
–
﹤0.01%
1445
2025
Q1
$227K
Hold
3,525
–
–
﹤0.01%
1475
2024
Q4
$246K
Hold
3,525
–
–
﹤0.01%
1467
2024
Q3
$222K
Hold
3,525
–
–
﹤0.01%
1338
2024
Q2
$201K
Buy
+3,525
New
+$192K
﹤0.01%
1342
Other funds holding AX
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New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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