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Quarry LP’s Axos Financial AX Stock Holding History

Quarry LP’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 		$6.47K Sell
76
-36
-32% -$3.28K ﹤0.01% 941
2025
Q4 		$9.65K Sell
112
-170
-60% -$14K ﹤0.01% 1425
2025
Q3 		$23.9K Buy
+282
New +$24.6K 0.01% 1295
2025
Q2 		– Sell
-1,849
Closed -$119K – 1733
2025
Q1 		$119K Buy
+1,849
New +$125K 0.03% 458
2024
Q4 		– Sell
-463
Closed -$29.1K – 1629
2024
Q3 		$29.1K Sell
463
-999
-68% -$65.7K 0.01% 979
2024
Q2 		$83.6K Buy
1,462
+100
+7% +$5.44K 0.03% 420
2024
Q1 		$73.6K Buy
1,362
+531
+64% +$27.9K 0.03% 309
2023
Q4 		$45.4K Buy
831
+163
+24% +$6.8K 0.02% 358
2023
Q3 		$25.3K Buy
668
+283
+74% +$12K 0.02% 595
2023
Q2 		$15.2K Sell
385
-867
-69% -$33.6K 0.01% 703
2023
Q1 		$46.2K Buy
1,252
+426
+52% +$18.4K 0.03% 286
2022
Q4 		$31.6K Buy
+826
New +$31.5K 0.03% 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