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NewEdge Advisors’s Axos Financial AX Stock Holding History

NewEdge 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 		$94K Hold
1,105
– – ﹤0.01% 2770
2025
Q4 		$95.2K Buy
1,105
+205
+23% +$16.9K ﹤0.01% 2777
2025
Q3 		$76.2K Hold
900
– – ﹤0.01% 2696
2025
Q2 		$68.4K Hold
900
– – ﹤0.01% 2568
2025
Q1 		$58.1K Hold
900
– – ﹤0.01% 2500
2024
Q4 		$62.9K Buy
900
+850
+1,700% +$62.1K ﹤0.01% 2442
2024
Q3 		$3.14K Buy
+50
New +$3.29K ﹤0.01% 3299
2024
Q2 		– Sell
-9
Closed -$486 – 3804
2024
Q1 		$486 Hold
9
– – ﹤0.01% 3588
2023
Q4 		$491 Buy
+9
New +$376 ﹤0.01% 3533
2023
Q1 		– Sell
-987
Closed -$37.7K – 3469
2022
Q4 		$37.7K Buy
+987
New +$37.6K ﹤0.01% 1841

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