Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Nomura Asset Management’s
Axos Financial
AX
Stock Holding History
Nomura Asset Management’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
$26.4K
Hold
310
–
–
﹤0.01%
1392
2025
Q4
$26.7K
Hold
310
–
–
﹤0.01%
1352
2025
Q3
$26.2K
Hold
310
–
–
﹤0.01%
1360
2025
Q2
$23.6K
Hold
310
–
–
﹤0.01%
1368
2025
Q1
$20K
Hold
310
–
–
﹤0.01%
1437
2024
Q4
$21.7K
Hold
310
–
–
﹤0.01%
1363
2024
Q3
$19.5K
Hold
310
–
–
﹤0.01%
1406
2024
Q2
$17.7K
Hold
310
–
–
﹤0.01%
1417
2024
Q1
$16.8K
Hold
310
–
–
﹤0.01%
1455
2023
Q4
$16.9K
Hold
310
–
–
﹤0.01%
1413
2023
Q3
$11.7K
Hold
310
–
–
﹤0.01%
1471
2023
Q2
$12.2K
Hold
310
–
–
﹤0.01%
1486
2023
Q1
$11.4K
Buy
+310
New
+$13.4K
﹤0.01%
1496
2022
Q2
–
Sell
-75,328
Closed
-$3.49M
–
1551
2022
Q1
$3.49M
Hold
75,328
–
–
0.02%
596
2021
Q4
$4.21M
Buy
+75,328
New
+$4.21M
0.02%
541
2021
Q3
–
Sell
-105,123
Closed
-$4.88M
–
1004
2021
Q2
$4.88M
Buy
105,123
+26,123
+33%
+$1.22M
0.03%
487
2021
Q1
$3.71M
Hold
79,000
–
–
0.02%
534
2020
Q4
$2.96M
Buy
+79,000
New
+$2.5M
0.02%
569
2018
Q3
–
Sell
-35,350
Closed
-$1.45M
–
946
2018
Q2
$1.45M
Buy
+35,350
New
+$1.47M
0.02%
647
Other funds holding AX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close