RJA
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Raymond James & Associates’s Axos Financial AX Stock Holding History

Raymond James & Associates’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
2017
Q4 		– Sell
-25,100
Closed -$8K – 3430
2017
Q3 		$8K Buy
25,100
+5,600
+29% +$146K ﹤0.01% 3357
2017
Q2 		$12K Buy
19,500
+4,700
+32% +$111K ﹤0.01% 3285
2017
Q1 		$1K Buy
+14,800
New +$428K ﹤0.01% 3282

Other funds holding AX

BlackRock
BlackRock New York $5.72T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James & Associates's AX Position: Q3 2024 in Review

Raymond James & Associates increased its Axos Financial (AX) stake by 30% in Q3 2024, buying an estimated $1.65M and bringing the position to 109,964 shares worth $6.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Raymond James & Associates first reported a position in AX in Q2 2014 and has held it in 37 quarters since. The position peaked at $8.5M in Q1 2022. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Raymond James & Associates held 109,964 shares of Axos Financial worth $6.91M as of Q3 2024.
  • Raymond James & Associates bought 25,158 Axos Financial shares in Q3 2024, an estimated $1.65M.
  • Axos Financial made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1434 holding.
  • Raymond James & Associates first reported a position in Axos Financial in Q2 2014 and has held it in 37 quarters since.
  • Raymond James & Associates's Axos Financial position peaked at $8.5M in Q1 2022.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.