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Savant Capital’s Axos Financial AX Stock Holding History

Savant Capital’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
-5,546
Closed -$387K – 1107
2024
Q4 		$387K Sell
5,546
-488
-8% -$35.6K ﹤0.01% 987
2024
Q3 		$379K Buy
6,034
+35
+0.6% +$2.3K ﹤0.01% 994
2024
Q2 		$343K Sell
5,999
-262
-4% -$14.3K ﹤0.01% 929
2024
Q1 		$338K Buy
+6,261
New +$329K ﹤0.01% 860

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

Savant Capital's AX Position: Q1 2025 in Review

Savant Capital sold out of Axos Financial (AX) in Q1 2025, closing a stake of 5,546 shares — an estimated $387K sold.

Savant Capital first reported a position in AX in Q1 2024 and held it in 4 quarters. The position peaked at $387K in Q4 2024. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

  • Savant Capital reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 5,546 Axos Financial shares in Q1 2025, an estimated $387K.
  • Savant Capital first reported a position in Axos Financial in Q1 2024 and held it in 4 quarters.
  • Savant Capital's Axos Financial position peaked at $387K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.