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Oakworth Capital’s Axos Financial AX Stock Holding History

Oakworth 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
Q1 		– Sell
-1,305
Closed -$91.2K – 691
2024
Q4 		$91.2K Hold
1,305
– – 0.01% 297
2024
Q3 		$82.1K Hold
1,305
– – 0.01% 308
2024
Q2 		$74.6K Hold
1,305
– – 0.01% 302
2024
Q1 		$70.5K Hold
1,305
– – 0.01% 290
2023
Q4 		$71.3K Hold
1,305
– – 0.01% 290
2023
Q3 		$49.4K Hold
1,305
– – ﹤0.01% 297
2023
Q2 		$51.5K Hold
1,305
– – ﹤0.01% 300
2023
Q1 		$48.2K Hold
1,305
– – ﹤0.01% 302
2022
Q4 		$49.9K Hold
1,305
– – ﹤0.01% 283
2022
Q3 		$45K Hold
1,305
– – 0.01% 306
2022
Q2 		$47K Hold
1,305
– – ﹤0.01% 307
2022
Q1 		$61K Hold
1,305
– – 0.01% 286
2021
Q4 		$73K Hold
1,305
– – 0.01% 292
2021
Q3 		$67K Hold
1,305
– – 0.01% 285
2021
Q2 		$61K Sell
1,305
-1,400
-52% -$65.4K 0.01% 289
2021
Q1 		$127K Hold
2,705
– – 0.01% 212
2020
Q4 		$102K Hold
2,705
– – 0.01% 219
2020
Q3 		$63K Hold
2,705
– – 0.01% 246
2020
Q2 		$60K Sell
2,705
-1,300
-32% -$26.4K 0.01% 255
2020
Q1 		$73K Sell
4,005
-2,377
-37% -$59.7K 0.02% 210
2019
Q4 		$187K Hold
6,382
– – 0.03% 164
2019
Q3 		$176K Hold
6,382
– – 0.03% 168
2019
Q2 		$174K Hold
6,382
– – 0.03% 185
2019
Q1 		$185K Hold
6,382
– – 0.04% 179
2018
Q4 		$161K Buy
6,382
+2,700
+73% +$81.4K 0.04% 176
2018
Q3 		$127K Sell
3,682
-1,298
-26% -$49.9K 0.03% 204
2018
Q2 		$204K Buy
+4,980
New +$207K 0.04% 159

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Oakworth Capital's AX Position: Q1 2025 in Review

Oakworth Capital sold out of Axos Financial (AX) in Q1 2025, closing a stake of 1,305 shares — an estimated $91.2K sold.

Oakworth Capital first reported a position in AX in Q2 2018 and held it in 27 quarters. The position peaked at $204K in Q2 2018. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

  • Oakworth Capital reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
  • Oakworth Capital sold 1,305 Axos Financial shares in Q1 2025, an estimated $91.2K.
  • Oakworth Capital first reported a position in Axos Financial in Q2 2018 and held it in 27 quarters.
  • Oakworth Capital's Axos Financial position peaked at $204K in Q2 2018.
  • 351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Oakworth Capital's 13F filing for Q1 2025, filed 24 Apr 2025.