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Newbridge Financial Services Group’s Axos Financial AX Stock Holding History

Newbridge Financial Services 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
2025
Q4 		– Sell
-121
Closed -$10.2K – 1205
2025
Q3 		$10.2K Buy
+121
New +$10.5K ﹤0.01% 899
2024
Q3 		– Sell
-110
Closed -$6.29K – 690
2024
Q2 		$6.29K Sell
110
-255
-70% -$13.9K ﹤0.01% 795
2024
Q1 		$19.7K Sell
365
-105
-22% -$5.52K 0.01% 603
2023
Q4 		$25.7K Buy
+470
New +$19.6K 0.01% 536

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newbridge Financial Services Group's AX Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Axos Financial (AX) in Q4 2025, closing a stake of 121 shares — an estimated $10.2K sold.

Newbridge Financial Services Group first reported a position in AX in Q4 2023 and held it in 4 quarters. The position peaked at $25.7K in Q4 2023. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 121 Axos Financial shares in Q4 2025, an estimated $10.2K.
  • Newbridge Financial Services Group first reported a position in Axos Financial in Q4 2023 and held it in 4 quarters.
  • Newbridge Financial Services Group's Axos Financial position peaked at $25.7K in Q4 2023.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.