Rise Advisors’s Axos Financial AX Stock Holding History

Rise Advisors’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 Q2	–	Sell	-16	Closed	-$1.03K	–	1550
2025 Q1	$1.03K	Buy	+16	New	+$1.08K	﹤0.01%	1249

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GCM

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

Rise Advisors's AX Position: Q2 2025 in Review

Rise Advisors sold out of Axos Financial (AX) in Q2 2025, closing a stake of 16 shares — an estimated $1.03K sold.

Rise Advisors first reported a position in AX in Q1 2025 and held it in 1 quarter. The position peaked at $1.03K in Q1 2025. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

Rise Advisors reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 16 Axos Financial shares in Q2 2025, an estimated $1.03K.
Rise Advisors first reported a position in Axos Financial in Q1 2025 and held it in 1 quarter.
Rise Advisors's Axos Financial position peaked at $1.03K in Q1 2025.
365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.