PrairieView Partners’s Axos Financial AX Stock Holding History

PrairieView 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 Q2	$30K	Hold	400	–	–	﹤0.01%	220
2025 Q1	$25K	Hold	400	–	–	﹤0.01%	222
2024 Q4	$27K	Hold	400	–	–	﹤0.01%	227
2024 Q3	$25K	Hold	400	–	–	﹤0.01%	232
2024 Q2	$22K	Hold	400	–	–	﹤0.01%	247
2024 Q1	$22K	Hold	400	–	–	﹤0.01%	234
2023 Q4	$22K	Hold	400	–	–	﹤0.01%	231
2023 Q3	$15K	Hold	400	–	–	﹤0.01%	257
2023 Q2	$15K	Hold	400	–	–	﹤0.01%	289
2023 Q1	$14K	Hold	400	–	–	﹤0.01%	280
2022 Q4	$15K	Hold	400	–	–	﹤0.01%	284
2022 Q3	$14K	Hold	400	–	–	﹤0.01%	277
2022 Q2	$14K	Hold	400	–	–	﹤0.01%	292
2022 Q1	$19K	Hold	400	–	–	﹤0.01%	280
2021 Q4	$22K	Hold	400	–	–	﹤0.01%	277
2021 Q3	$21K	Hold	400	–	–	﹤0.01%	227
2021 Q2	$19K	Hold	400	–	–	﹤0.01%	231
2021 Q1	$19K	Hold	400	–	–	﹤0.01%	227
2020 Q4	$15K	Hold	400	–	–	﹤0.01%	227
2020 Q3	$9K	Hold	400	–	–	﹤0.01%	243
2020 Q2	$9K	Hold	400	–	–	﹤0.01%	235
2020 Q1	$7K	Buy	+400	New	+$10.1K	﹤0.01%	238

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

PrairieView Partners's AX Position: Q2 2025 in Review

PrairieView Partners held its Axos Financial (AX) position steady in Q2 2025 at 400 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

PrairieView Partners first reported a position in AX in Q1 2020 and has held it in 22 quarters since. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

PrairieView Partners held 400 shares of Axos Financial worth $30K as of Q2 2025.
PrairieView Partners left its Axos Financial share count unchanged in Q2 2025.
Axos Financial made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #220 holding.
PrairieView Partners first reported a position in Axos Financial in Q1 2020 and has held it in 22 quarters since.
365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.