Natixis Advisors
AX icon

Natixis Advisors’s Axos Financial AX Stock Holding History

Natixis 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 		$2.3M Buy
27,035
+6,460
+31% +$589K ﹤0.01% 1065
2025
Q4 		$1.77M Sell
20,575
-66
-0.3% -$5.44K ﹤0.01% 1085
2025
Q3 		$1.75M Sell
20,641
-1,338
-6% -$117K ﹤0.01% 1144
2025
Q2 		$1.67M Buy
21,979
+1,271
+6% +$85.9K ﹤0.01% 1146
2025
Q1 		$1.34M Sell
20,708
-1,106
-5% -$75K ﹤0.01% 1197
2024
Q4 		$1.52M Buy
21,814
+784
+4% +$57.2K ﹤0.01% 1178
2024
Q3 		$1.32M Buy
21,030
+2,727
+15% +$179K ﹤0.01% 1219
2024
Q2 		$1.05M Buy
18,303
+603
+3% +$32.8K ﹤0.01% 1241
2024
Q1 		$957K Buy
17,700
+619
+4% +$32.6K ﹤0.01% 1232
2023
Q4 		$932K Sell
17,081
-1,593
-9% -$66.5K ﹤0.01% 1226
2023
Q3 		$707K Buy
18,674
+947
+5% +$40.1K ﹤0.01% 1265
2023
Q2 		$699K Sell
17,727
-425
-2% -$16.5K ﹤0.01% 1254
2023
Q1 		$670K Sell
18,152
-2,340
-11% -$101K ﹤0.01% 1229
2022
Q4 		$783K Buy
20,492
+956
+5% +$36.4K ﹤0.01% 1207
2022
Q3 		$669K Buy
19,536
+3,113
+19% +$126K ﹤0.01% 1208
2022
Q2 		$589K Buy
16,423
+5,190
+46% +$199K ﹤0.01% 1245
2022
Q1 		$521K Buy
11,233
+460
+4% +$24.3K ﹤0.01% 1279
2021
Q4 		$602K Buy
+10,773
New +$603K ﹤0.01% 1219

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