Mercer Global Advisors
AX icon

Mercer Global Advisors’s Axos Financial AX Stock Holding History

Mercer Global Advisors’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 		$1.08M Buy
12,729
+1,032
+9% +$94K ﹤0.01% 1522
2025
Q4 		$1.01M Buy
11,697
+798
+7% +$65.7K ﹤0.01% 1451
2025
Q3 		$923K Sell
10,899
-2,107
-16% -$184K ﹤0.01% 1422
2025
Q2 		$989K Buy
13,006
+202
+2% +$13.7K ﹤0.01% 1225
2025
Q1 		$826K Buy
12,804
+3,649
+40% +$248K ﹤0.01% 1225
2024
Q4 		$639K Buy
9,155
+3,810
+71% +$278K ﹤0.01% 1314
2024
Q3 		$334K Buy
5,345
+54
+1% +$3.55K ﹤0.01% 1567
2024
Q2 		$302K Buy
5,291
+266
+5% +$14.5K ﹤0.01% 1572
2024
Q1 		$272K Buy
+5,025
New +$264K ﹤0.01% 1622

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