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Principal Securities’s Axos Financial AX Stock Holding History

Principal Securities’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
Q4 		– Sell
-277
Closed -$23.4K – 1527
2025
Q3 		$23.4K Buy
277
+65
+31% +$5.67K ﹤0.01% 2342
2025
Q2 		$16.1K Buy
212
+189
+822% +$12.8K ﹤0.01% 2420
2025
Q1 		$1.61K Hold
23
– – ﹤0.01% 3092
2024
Q4 		$1.61K Sell
23
-25
-52% -$1.82K ﹤0.01% 3086
2024
Q3 		$3.02K Buy
48
+23
+92% +$1.51K ﹤0.01% 2829
2024
Q2 		$1.43K Hold
25
– – ﹤0.01% 2992
2024
Q1 		$1.35K Hold
25
– – ﹤0.01% 2973
2023
Q4 		$1.36K Buy
+25
New +$1.04K ﹤0.01% 2893

Other funds holding AX

BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return