SVB Wealth’s Axos Financial AX Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-71	Closed	-$4.58K	–	593
2025 Q1	$4.58K	Buy	+71	New	+$4.82K	﹤0.01%	1046

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

SVB Wealth's AX Position: Q2 2025 in Review

SVB Wealth sold out of Axos Financial (AX) in Q2 2025, closing a stake of 71 shares — an estimated $4.58K sold.

SVB Wealth first reported a position in AX in Q1 2025 and held it in 1 quarter. The position peaked at $4.58K in Q1 2025. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

SVB Wealth reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 71 Axos Financial shares in Q2 2025, an estimated $4.58K.
SVB Wealth first reported a position in Axos Financial in Q1 2025 and held it in 1 quarter.
SVB Wealth's Axos Financial position peaked at $4.58K in Q1 2025.
365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.