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Parkworth Wealth Management’s Axos Financial AX Stock Holding History

Parkworth Wealth 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
2025
Q2 		$228 Hold
3
– – ﹤0.01% 901
2025
Q1 		$194 Hold
3
– – ﹤0.01% 732
2024
Q4 		$210 Buy
+3
New +$219 ﹤0.01% 744

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Parkworth Wealth Management's AX Position: Q2 2025 in Review

Parkworth Wealth Management held its Axos Financial (AX) position steady in Q2 2025 at 3 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Parkworth Wealth Management first reported a position in AX in Q4 2024 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Axos Financial worth $228 as of Q2 2025.
  • Parkworth Wealth Management left its Axos Financial share count unchanged in Q2 2025.
  • Axos Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #901 holding.
  • Parkworth Wealth Management first reported a position in Axos Financial in Q4 2024 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.