PFM
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Premier Fund Managers’s Axos Financial AX Stock Holding History

Premier Fund Managers’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 		$214K Sell
2,581
-3,821
-60% -$348K 0.02% 145
2025
Q4 		$556K Sell
6,402
-3,559
-36% -$293K 0.03% 123
2025
Q3 		$859K Buy
9,961
+1,240
+14% +$108K 0.04% 110
2025
Q2 		$669K Hold
8,721
– – 0.02% 124
2025
Q1 		$554K Hold
8,721
– – 0.02% 149
2024
Q4 		$618K Hold
8,721
– – 0.02% 158
2024
Q3 		$543K Hold
8,721
– – 0.02% 158
2024
Q2 		$481K Buy
+8,721
New +$474K 0.02% 154
2021
Q3 		– Sell
-34,100
Closed -$1.58M – 220
2021
Q2 		$1.58M Hold
34,100
– – 0.05% 187
2021
Q1 		$1.63M Hold
34,100
– – 0.06% 178
2020
Q4 		$1.27M Hold
34,100
– – 0.06% 194
2020
Q3 		$799K Buy
34,100
+3,100
+10% +$70.9K 0.05% 193
2020
Q2 		$684K Buy
+31,000
New +$630K 0.04% 197

Other funds holding AX

BlackRock
BlackRock New York $5.7T 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