SGI
AX icon

Summit Global Investments’s Axos Financial AX Stock Holding History

Summit Global Investments’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 		$463K Sell
5,436
-8,767
-62% -$799K 0.03% 339
2025
Q4 		$1.22M Buy
14,203
+3,734
+36% +$308K 0.07% 156
2025
Q3 		$886K Buy
10,469
+481
+5% +$41.9K 0.05% 215
2025
Q2 		$759K Buy
9,988
+159
+2% +$10.7K 0.04% 248
2025
Q1 		$634K Buy
9,829
+2,457
+33% +$167K 0.05% 255
2024
Q4 		$515K Sell
7,372
-12,309
-63% -$899K 0.03% 357
2024
Q3 		$1.24M Buy
19,681
+482
+3% +$31.7K 0.08% 210
2024
Q2 		$1.1M Sell
19,199
-642
-3% -$34.9K 0.07% 230
2024
Q1 		$1.07M Buy
+19,841
New +$1.04M 0.08% 199

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