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Steward Financial Group’s Axos Financial AX Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+54
New +$2.28K ﹤0.01% 925
2023
Q2 		– Sell
-31
Closed -$1K – 484
2023
Q1 		$1K Buy
31
+9
+41% +$388 ﹤0.01% 574
2022
Q4 		$0 Buy
+22
New +$839 ﹤0.01% 555
2022
Q3 		– Sell
-32
Closed -$1K – 167
2022
Q2 		$1K Buy
+32
New +$1.23K ﹤0.01% 659

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Steward Financial Group's AX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Axos Financial (AX) in Q3 2023: 54 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AX as recently as Q1 2023.

Steward Financial Group first reported a position in AX in Q2 2022 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • Steward Financial Group held 54 shares of Axos Financial worth $2K as of Q3 2023.
  • Axos Financial was a new Steward Financial Group position in Q3 2023.
  • Axos Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #925 holding.
  • Steward Financial Group first reported a position in Axos Financial in Q2 2022 and has held it in 4 quarters since.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.