PEAK6
AX icon

PEAK6’s Axos Financial AX Stock Holding History

PEAK6’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
2026
Q1 		$494K Sell
5,800
-106,300
-95% -$9.69M ﹤0.01% 1980
2025
Q4 		$9.66M Sell
112,100
-15,100
-12% -$1.24M 0.02% 660
2025
Q3 		$10.8M Buy
127,200
+26,800
+27% +$2.34M 0.02% 656
2025
Q2 		$7.63M Sell
100,400
-30,200
-23% -$2.04M 0.01% 754
2025
Q1 		$8.43M Sell
130,600
-35,600
-21% -$2.41M 0.02% 667
2024
Q4 		$11.6M Buy
+166,200
New +$12.1M 0.02% 516

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return