MCM
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MAI Capital Management’s Axos Financial AX Stock Holding History

MAI Capital Management’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$126K Buy
1,653
+153
+10% +$11.6K ﹤0.01% 1316
2025
Q1 		$96.8K Hold
1,500
– – ﹤0.01% 1354
2024
Q4 		$105K Buy
+1,500
New +$105K ﹤0.01% 1341