SIC
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SJS Investment Consulting’s Axos Financial AX Stock Holding History

SJS Investment Consulting’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
2026
Q1 		$1.28K Buy
15
+7
+88% +$638 ﹤0.01% 1391
2025
Q4 		$690 Hold
8
– – ﹤0.01% 1420
2025
Q3 		$678 Hold
8
– – ﹤0.01% 1135
2025
Q2 		$609 Sell
8
-3
-27% -$203 ﹤0.01% 1040
2025
Q1 		$710 Hold
11
– – ﹤0.01% 1125
2024
Q4 		$769 Sell
11
-1
-8% -$73 ﹤0.01% 1096
2024
Q3 		$755 Sell
12
-1
-8% -$66 ﹤0.01% 1168
2024
Q2 		$743 Hold
13
– – ﹤0.01% 1144
2024
Q1 		$703 Hold
13
– – ﹤0.01% 1170
2023
Q4 		$710 Sell
13
-2
-13% -$83 ﹤0.01% 1099
2023
Q3 		$568 Hold
15
– – ﹤0.01% 1168
2023
Q2 		$592 Buy
15
+3
+25% +$116 ﹤0.01% 1103
2023
Q1 		$444 Sell
12
-5
-29% -$216 ﹤0.01% 1188
2022
Q4 		$650 Sell
17
-4
-19% -$152 ﹤0.01% 1142
2022
Q3 		$0 Buy
+21
New +$850 ﹤0.01% 1051
2022
Q1 		$0 Buy
+2
New +$106 ﹤0.01% 725

Other funds holding AX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return