R Squared’s Axos Financial AX Stock Holding History

R Squared’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 Q1	–	Sell	-940	Closed	-$65.7K	–	410
2024 Q4	$65.7K	Buy	+940	New	+$68.6K	0.06%	397

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

R Squared's AX Position: Q1 2025 in Review

R Squared sold out of Axos Financial (AX) in Q1 2025, closing a stake of 940 shares — an estimated $65.7K sold.

R Squared first reported a position in AX in Q4 2024 and held it in 1 quarter. The position peaked at $65.7K in Q4 2024. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

R Squared reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
R Squared sold 940 Axos Financial shares in Q1 2025, an estimated $65.7K.
R Squared first reported a position in Axos Financial in Q4 2024 and held it in 1 quarter.
R Squared's Axos Financial position peaked at $65.7K in Q4 2024.
351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.