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Penserra Capital Management’s Axos Financial AX Stock Holding History

Penserra Capital 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
2024
Q4 		– Sell
-3,857
Closed -$242K – 1104
2024
Q3 		$242K Buy
+3,857
New +$254K 0.01% 681
2018
Q2 		– Sell
-84,866
Closed -$3.44M – 543
2018
Q1 		$3.44M Buy
+84,866
New +$3.09M 0.33% 72
2017
Q1 		– Sell
-37,411
Closed -$1.07M – 577
2016
Q4 		$1.07M Buy
+37,411
New +$891K 0.12% 78

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Penserra Capital Management's AX Position: Q4 2024 in Review

Penserra Capital Management sold out of Axos Financial (AX) in Q4 2024, closing a stake of 3,857 shares — an estimated $242K sold.

Penserra Capital Management first reported a position in AX in Q4 2016 and held it in 3 quarters. The position peaked at $3.44M in Q1 2018. 355 funds tracked by Wall St. Rank hold AX as of Q4 2024.

  • Penserra Capital Management reported no remaining Axos Financial position as of Q4 2024 after selling out during the quarter.
  • Penserra Capital Management sold 3,857 Axos Financial shares in Q4 2024, an estimated $242K.
  • Penserra Capital Management first reported a position in Axos Financial in Q4 2016 and held it in 3 quarters.
  • Penserra Capital Management's Axos Financial position peaked at $3.44M in Q1 2018.
  • 355 funds tracked by Wall St. Rank held Axos Financial as of Q4 2024.

Based on Penserra Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.