PSFG
AX icon

Park Square Financial Group’s Axos Financial AX Stock Holding History

Park Square Financial Group’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
-43
Closed -$3.27K – 315
2025
Q2 		$3.27K Sell
43
-69
-62% -$4.66K ﹤0.01% 806
2025
Q1 		$7.23K Hold
112
– – 0.01% 681
2024
Q4 		$7.82K Buy
+112
New +$8.18K 0.01% 634

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

Park Square Financial Group's AX Position: Q3 2025 in Review

Park Square Financial Group sold out of Axos Financial (AX) in Q3 2025, closing a stake of 43 shares — an estimated $3.27K sold.

Park Square Financial Group first reported a position in AX in Q4 2024 and held it in 3 quarters. The position peaked at $7.82K in Q4 2024. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Park Square Financial Group reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 43 Axos Financial shares in Q3 2025, an estimated $3.27K.
  • Park Square Financial Group first reported a position in Axos Financial in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Axos Financial position peaked at $7.82K in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.