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Second Curve Capital’s Axos Financial AX Stock Holding History

Second Curve 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
2021
Q4 		$1.12M Buy
+20,000
New +$1.12M 1.2% 21

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Second Curve Capital's AX Position: Q4 2021 in Review

Second Curve Capital opened a new position in Axos Financial (AX) in Q4 2021: 20,000 shares worth $1.12M. The stake represents 1.2% of the portfolio and ranks #21 among its holdings.

244 funds tracked by Wall St. Rank hold AX as of Q4 2021.

  • Second Curve Capital held 20,000 shares of Axos Financial worth $1.12M as of Q4 2021.
  • Axos Financial was a new Second Curve Capital position in Q4 2021.
  • Axos Financial made up 1.2% of Second Curve Capital's portfolio in Q4 2021, its #21 holding.
  • 244 funds tracked by Wall St. Rank held Axos Financial as of Q4 2021.

Based on Second Curve Capital's 13F filing for Q4 2021, filed 11 Feb 2022.