OF
AX icon

Optimize Financial’s Axos Financial AX Stock Holding History

Optimize Financial’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
-5,824
Closed -$443K – 336
2025
Q2 		$443K Sell
5,824
-40
-0.7% -$2.7K 0.27% 97
2025
Q1 		$378K Buy
5,864
+580
+11% +$39.3K 0.27% 121
2024
Q4 		$369K Buy
+5,284
New +$386K 0.28% 106

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
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

Optimize Financial's AX Position: Q3 2025 in Review

Optimize Financial sold out of Axos Financial (AX) in Q3 2025, closing a stake of 5,824 shares — an estimated $443K sold.

Optimize Financial first reported a position in AX in Q4 2024 and held it in 3 quarters. The position peaked at $443K in Q2 2025. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Optimize Financial reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 5,824 Axos Financial shares in Q3 2025, an estimated $443K.
  • Optimize Financial first reported a position in Axos Financial in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Axos Financial position peaked at $443K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.