PharVision Advisers’s Axos Financial AX Stock Holding History

PharVision Advisers’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	–	Sell	-5,812	Closed	-$375K	–	280
2025 Q1	$375K	Buy	+5,812	New	+$394K	0.52%	53

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

PharVision Advisers's AX Position: Q2 2025 in Review

PharVision Advisers sold out of Axos Financial (AX) in Q2 2025, closing a stake of 5,812 shares — an estimated $375K sold.

PharVision Advisers first reported a position in AX in Q1 2025 and held it in 1 quarter. The position peaked at $375K in Q1 2025. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

PharVision Advisers reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
PharVision Advisers sold 5,812 Axos Financial shares in Q2 2025, an estimated $375K.
PharVision Advisers first reported a position in Axos Financial in Q1 2025 and held it in 1 quarter.
PharVision Advisers's Axos Financial position peaked at $375K in Q1 2025.
365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on PharVision Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.