MA
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Mutual Advisors’s Axos Financial AX Stock Holding History

Mutual 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 		$390K Sell
4,585
-138
-3% -$12.6K 0.01% 1012
2025
Q4 		$407K Buy
4,723
+36
+0.8% +$2.96K 0.01% 970
2025
Q3 		$369K Buy
4,687
+205
+5% +$17.9K 0.01% 983
2025
Q2 		$380K Buy
4,482
+765
+21% +$51.7K 0.01% 896
2025
Q1 		$233K Sell
3,717
-168
-4% -$11.4K 0.01% 980
2024
Q4 		$276K Hold
3,885
– – 0.01% 908
2024
Q3 		$259K Hold
3,885
– – 0.01% 961
2024
Q2 		$298K Sell
3,885
-471
-11% -$25.6K 0.01% 888
2024
Q1 		$235K Hold
4,356
– – 0.01% 971
2023
Q4 		$238K Buy
+4,356
New +$182K 0.01% 905
2023
Q1 		– Sell
-5,860
Closed -$224K – 973
2022
Q4 		$224K Sell
5,860
-106
-2% -$4.04K 0.01% 838
2022
Q3 		$204K Hold
5,966
– – 0.01% 825
2022
Q2 		$214K Sell
5,966
-437
-7% -$16.8K 0.01% 776
2022
Q1 		$297K Sell
6,403
-188
-3% -$9.93K 0.02% 720
2021
Q4 		$369K Sell
6,591
-7
-0.1% -$392 0.02% 672
2021
Q3 		$340K Hold
6,598
– – 0.02% 679
2021
Q2 		$306K Buy
6,598
+1,029
+18% +$48.1K 0.02% 679
2021
Q1 		$262K Buy
+5,569
New +$251K 0.02% 660

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