&Partners’s Axos Financial AX Stock Holding History

&Partners’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	-2,775	Closed	-$211K	–	2124
2025 Q2	$211K	Buy	+2,775	New	+$188K	﹤0.01%	1810
2025 Q1	–	Sell	-3,907	Closed	-$280K	–	1757
2024 Q4	$280K	Buy	+3,907	New	+$285K	﹤0.01%	1374

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

&Partners's AX Position: Q3 2025 in Review

&Partners sold out of Axos Financial (AX) in Q3 2025, closing a stake of 2,775 shares — an estimated $211K sold.

&Partners first reported a position in AX in Q4 2024 and held it in 2 quarters. The position peaked at $280K in Q4 2024. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

&Partners reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
&Partners sold 2,775 Axos Financial shares in Q3 2025, an estimated $211K.
&Partners first reported a position in Axos Financial in Q4 2024 and held it in 2 quarters.
&Partners's Axos Financial position peaked at $280K in Q4 2024.
382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

Based on &Partners's 13F filing for Q3 2025, filed 14 Nov 2025.