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Picton Mahoney Asset Management’s Axos Financial AX Stock Holding History

Picton Mahoney Asset 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 		– Sell
-328
Closed -$21K – 979
2025
Q1 		$21K Buy
+328
New +$22.2K ﹤0.01% 565
2024
Q3 		– Sell
-2,894
Closed -$166K – 853
2024
Q2 		$166K Buy
+2,894
New +$157K 0.01% 295

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

Picton Mahoney Asset Management's AX Position: Q2 2025 in Review

Picton Mahoney Asset Management sold out of Axos Financial (AX) in Q2 2025, closing a stake of 328 shares — an estimated $21K sold.

Picton Mahoney Asset Management first reported a position in AX in Q2 2024 and held it in 2 quarters. The position peaked at $166K in Q2 2024. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

  • Picton Mahoney Asset Management reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 328 Axos Financial shares in Q2 2025, an estimated $21K.
  • Picton Mahoney Asset Management first reported a position in Axos Financial in Q2 2024 and held it in 2 quarters.
  • Picton Mahoney Asset Management's Axos Financial position peaked at $166K in Q2 2024.
  • 365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.