NewSquare Capital’s Axos Financial AX Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-446	Closed	-$33.9K	–	275
2025 Q2	$33.9K	Hold	446	–	–	﹤0.01%	352
2025 Q1	$28.8K	Hold	446	–	–	﹤0.01%	301
2024 Q4	$31.2K	Buy	+446	New	+$32.6K	﹤0.01%	206

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

NewSquare Capital's AX Position: Q3 2025 in Review

NewSquare Capital sold out of Axos Financial (AX) in Q3 2025, closing a stake of 446 shares — an estimated $33.9K sold.

NewSquare Capital first reported a position in AX in Q4 2024 and held it in 3 quarters. The position peaked at $33.9K in Q2 2025. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

NewSquare Capital reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 446 Axos Financial shares in Q3 2025, an estimated $33.9K.
NewSquare Capital first reported a position in Axos Financial in Q4 2024 and held it in 3 quarters.
NewSquare Capital's Axos Financial position peaked at $33.9K in Q2 2025.
382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.