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Redwood Investments’s Axos Financial AX Stock Holding History

Redwood Investments’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 		$5.85M Buy
90,716
+4
+0% +$271 2.19% 11
2024
Q4 		$6.34M Buy
90,712
+59,667
+192% +$4.36M 1.7% 16
2024
Q3 		$1.95M Sell
31,045
-7,269
-19% -$478K 0.58% 54
2024
Q2 		$2.18M Sell
38,314
-11,331
-23% -$616K 0.74% 47
2024
Q1 		$2.64M Sell
49,645
-24,577
-33% -$1.29M 0.77% 57
2023
Q4 		$4.05M Sell
74,222
-291,915
-80% -$12.2M 1.06% 32
2023
Q3 		$13.9M Sell
366,137
-27,699
-7% -$1.17M 1.87% 16
2023
Q2 		$15.5M Buy
393,836
+6,013
+2% +$233K 1.9% 13
2023
Q1 		$14.3M Buy
387,823
+6,083
+2% +$262K 1.83% 17
2022
Q4 		$14.6M Sell
381,740
-7,825
-2% -$298K 1.95% 13
2022
Q3 		$13.3M Sell
389,565
-91,893
-19% -$3.72M 1.79% 20
2022
Q2 		$17.3M Buy
481,458
+63,556
+15% +$2.44M 1.92% 19
2022
Q1 		$19.4M Buy
417,902
+1,621
+0.4% +$85.6K 1.84% 16
2021
Q4 		$23.3M Sell
416,281
-4,504
-1% -$252K 1.84% 17
2021
Q3 		$21.7M Buy
420,785
+214,805
+104% +$10.2M 1.81% 18
2021
Q2 		$9.55M Buy
+205,980
New +$9.62M 0.77% 54

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
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

Redwood Investments's AX Position: Q1 2025 in Review

Redwood Investments increased its Axos Financial (AX) stake by 0% in Q1 2025, buying an estimated $271 and bringing the position to 90,716 shares worth $5.85M. The position accounts for 2.19% of the portfolio, ranked #11.

Redwood Investments first reported a position in AX in Q2 2021 and has held it in 16 quarters since. The position peaked at $23.3M in Q4 2021. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

  • Redwood Investments held 90,716 shares of Axos Financial worth $5.85M as of Q1 2025.
  • Redwood Investments bought 4 Axos Financial shares in Q1 2025, an estimated $271.
  • Axos Financial made up 2.19% of Redwood Investments's portfolio in Q1 2025, its #11 holding.
  • Redwood Investments first reported a position in Axos Financial in Q2 2021 and has held it in 16 quarters since.
  • Redwood Investments's Axos Financial position peaked at $23.3M in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Redwood Investments's 13F filing for Q1 2025, filed 16 May 2025.