NFH
AX icon

NEXT Financial Holdings’s Axos Financial AX Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$52K Buy
+1,806
New +$54.1K 0.01% 717

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NEXT Financial Holdings's AX Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Axos Financial (AX) in Q1 2019: 1,806 shares worth $52K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings.

240 funds tracked by Wall St. Rank hold AX as of Q1 2019.

  • NEXT Financial Holdings held 1,806 shares of Axos Financial worth $52K as of Q1 2019.
  • Axos Financial was a new NEXT Financial Holdings position in Q1 2019.
  • Axos Financial made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #717 holding.
  • 240 funds tracked by Wall St. Rank held Axos Financial as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.