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MassMutual Private Wealth & Trust’s Axos Financial AX Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$9.7K Hold
112
– – ﹤0.01% 1347
2026
Q2 		$10.9K Hold
112
– – ﹤0.01% 1373
2026
Q1 		$9.53K Buy
112
+3
+3% +$273 ﹤0.01% 1385
2025
Q4 		$9.39K Hold
109
– – ﹤0.01% 1418
2025
Q3 		$9.23K Hold
109
– – ﹤0.01% 1432
2025
Q2 		$8.29K Buy
109
+16
+17% +$1.08K ﹤0.01% 1435
2025
Q1 		$6K Sell
93
-24
-21% -$1.63K ﹤0.01% 1514
2024
Q4 		$8.17K Buy
117
+40
+52% +$2.92K ﹤0.01% 1339
2024
Q3 		$4.84K Sell
77
-1
-1% -$66 ﹤0.01% 1396
2024
Q2 		$4.46K Sell
78
-2
-3% -$109 ﹤0.01% 1356
2024
Q1 		$4.32K Buy
80
+74
+1,233% +$3.89K ﹤0.01% 1318
2023
Q4 		$328 Sell
6
-108
-95% -$4.51K ﹤0.01% 1867
2023
Q3 		$4.32K Hold
114
– – ﹤0.01% 1297
2023
Q2 		$4.5K Buy
+114
New +$4.42K ﹤0.01% 1240
2022
Q4 		– Sell
-29
Closed -$1K – 1640
2022
Q3 		$1K Buy
+29
New +$1.17K ﹤0.01% 1360
2022
Q1 		– Sell
-72
Closed -$3.8K – 1509
2021
Q4 		$4K Buy
+72
New +$4.03K ﹤0.01% 929
2021
Q3 		– Sell
-31
Closed -$1K – 1263
2021
Q2 		$1K Buy
+31
New +$1.45K ﹤0.01% 1093

Other funds holding AX

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's AX Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Axos Financial (AX) position steady in Q3 2026 at 112 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

MassMutual Private Wealth & Trust first reported a position in AX in Q2 2021 and has held it in 17 quarters since. The position peaked at $10.9K in Q2 2026. 9 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • MassMutual Private Wealth & Trust held 112 shares of Axos Financial worth $9.7K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Axos Financial share count unchanged in Q3 2026.
  • Axos Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1347 holding.
  • MassMutual Private Wealth & Trust first reported a position in Axos Financial in Q2 2021 and has held it in 17 quarters since.
  • MassMutual Private Wealth & Trust's Axos Financial position peaked at $10.9K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.