MG
AX icon

Mather Group’s Axos Financial AX Stock Holding History

Mather Group’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 		$14.3K Buy
+168
New +$15.3K ﹤0.01% 1363
2025
Q4 		– Sell
-168
Closed -$14.2K – 729
2025
Q3 		$14.2K Buy
+168
New +$14.6K ﹤0.01% 1194
2025
Q2 		– Sell
-168
Closed -$10.8K – 697
2025
Q1 		$10.8K Hold
168
– – ﹤0.01% 1236
2024
Q4 		$11.7K Buy
168
+94
+127% +$6.86K ﹤0.01% 1209
2024
Q3 		$4.65K Hold
74
– – ﹤0.01% 1312
2024
Q2 		$4K Hold
74
– – ﹤0.01% 1686
2024
Q1 		$4.04K Buy
+74
New +$3.89K ﹤0.01% 1391

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