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 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	–	1641
2022 Q3	$1K	Buy	+29	New	+$1.17K	﹤0.01%	1360
2022 Q2	–	Hold	0	–	–	–	1512
2022 Q1	–	Sell	-72	Closed	-$3.8K	–	1512
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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return