State of Wisconsin Investment Board’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.2M | Sell |
143,781
-8,434
| -6% | -$769K | 0.03% | 561 |
|
|
2025
Q4 | $13.1M | Buy |
152,215
+5,654
| +4% | +$466K | 0.03% | 546 |
|
|
2025
Q3 | $12.4M | Sell |
146,561
-17,722
| -11% | -$1.54M | 0.03% | 539 |
|
|
2025
Q2 | $12.5M | Sell |
164,283
-7,507
| -4% | -$507K | 0.03% | 539 |
|
|
2025
Q1 | $11.1M | Buy |
171,790
+16,853
| +11% | +$1.14M | 0.03% | 580 |
|
|
2024
Q4 | $10.8M | Buy |
154,937
+9,979
| +7% | +$729K | 0.03% | 599 |
|
|
2024
Q3 | $9.11M | Buy |
144,958
+3,100
| +2% | +$204K | 0.02% | 700 |
|
|
2024
Q2 | $8.11M | Sell |
141,858
-9,183
| -6% | -$499K | 0.02% | 709 |
|
|
2024
Q1 | $8.16M | Sell |
151,041
-10,131
| -6% | -$533K | 0.02% | 729 |
|
|
2023
Q4 | $8.8M | Buy |
161,172
+11,224
| +7% | +$468K | 0.02% | 691 |
|
|
2023
Q3 | $5.68M | Buy |
149,948
+106,124
| +242% | +$4.49M | 0.02% | 865 |
|
|
2023
Q2 | $1.73M | Buy |
43,824
+37,024
| +544% | +$1.43M | ﹤0.01% | 1338 |
|
|
2023
Q1 | $251K | Buy |
6,800
+94
| +1% | +$4.05K | ﹤0.01% | 2178 |
|
|
2022
Q4 | $256K | Sell |
6,706
-3,306
| -33% | -$126K | ﹤0.01% | 2155 |
|
|
2022
Q3 | $343K | Sell |
10,012
-3,506
| -26% | -$142K | ﹤0.01% | 2158 |
|
|
2022
Q2 | $485K | Sell |
13,518
-323,282
| -96% | -$12.4M | ﹤0.01% | 2077 |
|
|
2022
Q1 | $15.6M | Sell |
336,800
-32,800
| -9% | -$1.73M | 0.03% | 545 |
|
|
2021
Q4 | $20.7M | Sell |
369,600
-12,300
| -3% | -$688K | 0.04% | 463 |
|
|
2021
Q3 | $19.7M | Hold |
381,900
| – | – | 0.04% | 469 |
|
|
2021
Q2 | $17.7M | Hold |
381,900
| – | – | 0.04% | 503 |
|
|
2021
Q1 | $18M | Buy |
381,900
+6,800
| +2% | +$306K | 0.04% | 477 |
|
|
2020
Q4 | $14.1M | Sell |
375,100
-46,700
| -11% | -$1.48M | 0.03% | 545 |
|
|
2020
Q3 | $9.83M | Hold |
421,800
| – | – | 0.02% | 635 |
|
|
2020
Q2 | $9.31M | Hold |
421,800
| – | – | 0.03% | 621 |
|
|
2020
Q1 | $7.65M | Buy |
421,800
+11,600
| +3% | +$292K | 0.03% | 607 |
|
|
2019
Q4 | $12.4M | Buy |
410,200
+35,100
| +9% | +$1.03M | 0.03% | 567 |
|
|
2019
Q3 | $10.4M | Hold |
375,100
| – | – | 0.03% | 595 |
|
|
2019
Q2 | $10.2M | Buy |
375,100
+8,200
| +2% | +$241K | 0.03% | 594 |
|
|
2019
Q1 | $10.6M | Buy |
366,900
+83,900
| +30% | +$2.51M | 0.03% | 596 |
|
|
2018
Q4 | $7.13M | Hold |
283,000
| – | – | 0.02% | 661 |
|
|
2018
Q3 | $9.73M | Sell |
283,000
-27,900
| -9% | -$1.07M | 0.03% | 648 |
|
|
2018
Q2 | $12.7M | Hold |
310,900
| – | – | 0.04% | 536 |
|
|
2018
Q1 | $12.6M | Buy |
310,900
+95
| +0% | +$3.46K | 0.04% | 521 |
|
|
2017
Q4 | $9.29M | Hold |
310,805
| – | – | 0.03% | 662 |
|
|
2017
Q3 | $8.85M | Hold |
310,805
| – | – | 0.03% | 652 |
|
|
2017
Q2 | $7.37M | Sell |
310,805
-26,100
| -8% | -$617K | 0.02% | 693 |
|
|
2017
Q1 | $8.8M | Hold |
336,905
| – | – | 0.03% | 563 |
|
|
2016
Q4 | $9.62M | Sell |
336,905
-75,038
| -18% | -$1.79M | 0.04% | 485 |
|
|
2016
Q3 | $9.23M | Hold |
411,943
| – | – | 0.04% | 551 |
|
|
2016
Q2 | $7.29M | Hold |
411,943
| – | – | 0.03% | 614 |
|
|
2016
Q1 | $8.79M | Hold |
411,943
| – | – | 0.03% | 557 |
|
|
2015
Q4 | $8.67M | Sell |
411,943
-119,253
| -22% | -$2.81M | 0.03% | 560 |
|
|
2015
Q3 | $17.1M | Sell |
531,196
-72,000
| -12% | -$2.15M | 0.07% | 347 |
|
|
2015
Q2 | $15.9M | Hold |
603,196
| – | – | 0.06% | 401 |
|
|
2015
Q1 | $14M | Hold |
603,196
| – | – | 0.05% | 452 |
|
|
2014
Q4 | $11.7M | Buy |
603,196
+78,784
| +15% | +$1.48M | 0.04% | 493 |
|
|
2014
Q3 | $9.53M | Hold |
524,412
| – | – | 0.03% | 557 |
|
|
2014
Q2 | $9.63M | Hold |
524,412
| – | – | 0.03% | 582 |
|
|
2014
Q1 | $11.2M | Hold |
524,412
| – | – | 0.04% | 503 |
|
|
2013
Q4 | $10.3M | Hold |
524,412
| – | – | 0.04% | 542 |
|
|
2013
Q3 | $8.5M | Sell |
524,412
-35,588
| -6% | -$530K | 0.04% | 610 |
|
|
2013
Q2 | $6.42M | Buy |
+560,000
| New | +$5.82M | 0.03% | 701 |
|
Other funds holding AX
VPM
VCM
DAM
