SEC
AX icon

Seven Eight Capital’s Axos Financial AX Stock Holding History

Seven Eight 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
2024
Q1 		– Sell
-12,628
Closed -$689K – 610
2023
Q4 		$689K Sell
12,628
-3,122
-20% -$130K 0.08% 356
2023
Q3 		$596K Buy
+15,750
New +$666K 0.07% 356
2016
Q1 		– Sell
-2,400
Closed -$51K – 540
2015
Q4 		$51K Buy
2,400
+2,000
+500% +$47.1K 0.03% 433
2015
Q3 		$13K Buy
+400
New +$12K 0.01% 433

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Seven Eight Capital's AX Position: Q1 2024 in Review

Seven Eight Capital sold out of Axos Financial (AX) in Q1 2024, closing a stake of 12,628 shares — an estimated $689K sold.

Seven Eight Capital first reported a position in AX in Q3 2015 and held it in 4 quarters. The position peaked at $689K in Q4 2023. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.

  • Seven Eight Capital reported no remaining Axos Financial position as of Q1 2024 after selling out during the quarter.
  • Seven Eight Capital sold 12,628 Axos Financial shares in Q1 2024, an estimated $689K.
  • Seven Eight Capital first reported a position in Axos Financial in Q3 2015 and held it in 4 quarters.
  • Seven Eight Capital's Axos Financial position peaked at $689K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on Seven Eight Capital's 13F filing for Q1 2024, filed 13 May 2024.