MFG
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Merit Financial Group’s Axos Financial AX Stock Holding History

Merit Financial 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 		$272K Buy
3,192
+40
+1% +$3.65K ﹤0.01% 1717
2025
Q4 		$272K Buy
3,152
+176
+6% +$14.5K ﹤0.01% 1616
2025
Q3 		$252K Buy
2,976
+95
+3% +$8.28K ﹤0.01% 1540
2025
Q2 		$219K Buy
+2,881
New +$195K ﹤0.01% 1504
2023
Q1 		– Sell
-6,362
Closed -$243K – 641
2022
Q4 		$243K Hold
6,362
– – 0.01% 589
2022
Q3 		$218K Buy
6,362
+68
+1% +$2.75K 0.01% 507
2022
Q2 		$226K Buy
+6,294
New +$242K 0.01% 498

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