Swiss National Bank’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 | $9.05M | Buy |
106,400
+400
| +0.4% | +$36.5K | 0.01% | 1008 |
|
|
2025
Q4 | $9.13M | Buy |
106,000
+2,400
| +2% | +$198K | 0.01% | 1018 |
|
|
2025
Q3 | $8.77M | Hold |
103,600
| – | – | 0.01% | 1032 |
|
|
2025
Q2 | $7.88M | Sell |
103,600
-1,500
| -1% | -$101K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $6.78M | Sell |
105,100
-1,300
| -1% | -$88.2K | ﹤0.01% | 1087 |
|
|
2024
Q4 | $7.43M | Buy |
106,400
+700
| +0.7% | +$51.1K | ﹤0.01% | 1092 |
|
|
2024
Q3 | $6.65M | Sell |
105,700
-600
| -0.6% | -$39.4K | ﹤0.01% | 1154 |
|
|
2024
Q2 | $6.08M | Sell |
106,300
-1,900
| -2% | -$103K | ﹤0.01% | 1144 |
|
|
2024
Q1 | $5.85M | Sell |
108,200
-2,300
| -2% | -$121K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $6.03M | Sell |
110,500
-6,400
| -5% | -$267K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $4.43M | Sell |
116,900
-600
| -0.5% | -$25.4K | ﹤0.01% | 1349 |
|
|
2023
Q2 | $4.63M | Buy |
117,500
+1,000
| +0.9% | +$38.8K | ﹤0.01% | 1362 |
|
|
2023
Q1 | $4.3M | Sell |
116,500
-13,500
| -10% | -$582K | ﹤0.01% | 1372 |
|
|
2022
Q4 | $4.97M | Buy |
130,000
+2,700
| +2% | +$103K | ﹤0.01% | 1316 |
|
|
2022
Q3 | $4.36M | Buy |
127,300
+700
| +0.6% | +$28.3K | ﹤0.01% | 1364 |
|
|
2022
Q2 | $4.54M | Hold |
126,600
| – | – | ﹤0.01% | 1372 |
|
|
2022
Q1 | $5.87M | Buy |
126,600
+9,000
| +8% | +$475K | ﹤0.01% | 1352 |
|
|
2021
Q4 | $6.58M | Sell |
117,600
-200
| -0.2% | -$11.2K | ﹤0.01% | 1280 |
|
|
2021
Q3 | $6.07M | Buy |
117,800
+600
| +0.5% | +$28.5K | ﹤0.01% | 1326 |
|
|
2021
Q2 | $5.44M | Sell |
117,200
-3,900
| -3% | -$182K | ﹤0.01% | 1448 |
|
|
2021
Q1 | $5.69M | Hold |
121,100
| – | – | ﹤0.01% | 1378 |
|
|
2020
Q4 | $4.54M | Sell |
121,100
-600
| -0.5% | -$19K | ﹤0.01% | 1425 |
|
|
2020
Q3 | $2.84M | Sell |
121,700
-1,600
| -1% | -$36.6K | ﹤0.01% | 1535 |
|
|
2020
Q2 | $2.72M | Buy |
123,300
+16,300
| +15% | +$331K | ﹤0.01% | 1537 |
|
|
2020
Q1 | $1.94M | Buy |
107,000
+1,600
| +2% | +$40.2K | ﹤0.01% | 1478 |
|
|
2019
Q4 | $3.19M | Buy |
105,400
+2,400
| +2% | +$70.1K | ﹤0.01% | 1444 |
|
|
2019
Q3 | $2.85M | Hold |
103,000
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q2 | $2.81M | Hold |
103,000
| – | – | ﹤0.01% | 1492 |
|
|
2019
Q1 | $2.98M | Buy |
103,000
+3,300
| +3% | +$98.9K | ﹤0.01% | 1404 |
|
|
2018
Q4 | $2.51M | Hold |
99,700
| – | – | ﹤0.01% | 1420 |
|
|
2018
Q3 | $3.43M | Hold |
99,700
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q2 | $4.08M | Hold |
99,700
| – | – | ﹤0.01% | 1234 |
|
|
2018
Q1 | $4.04M | Buy |
99,700
+2,200
| +2% | +$80.2K | ﹤0.01% | 1177 |
|
|
2017
Q4 | $2.92M | Buy |
97,500
+3,700
| +4% | +$101K | ﹤0.01% | 1404 |
|
|
2017
Q3 | $2.67M | Hold |
93,800
| – | – | ﹤0.01% | 1427 |
|
|
2017
Q2 | $2.23M | Hold |
93,800
| – | – | ﹤0.01% | 1519 |
|
|
2017
Q1 | $2.45M | Buy |
93,800
+1,200
| +1% | +$34.7K | ﹤0.01% | 1442 |
|
|
2016
Q4 | $2.64M | Hold |
92,600
| – | – | ﹤0.01% | 1380 |
|
|
2016
Q3 | $2.07M | Sell |
92,600
-6,700
| -7% | -$130K | ﹤0.01% | 1479 |
|
|
2016
Q2 | $1.76M | Buy |
99,300
+5,400
| +6% | +$101K | ﹤0.01% | 1590 |
|
|
2016
Q1 | $1.94M | Buy |
93,900
+18,300
| +24% | +$332K | ﹤0.01% | 1468 |
|
|
2015
Q4 | $1.59M | Hold |
75,600
| – | – | ﹤0.01% | 1494 |
|
|
2015
Q3 | $2.44M | Buy |
75,600
+9,200
| +14% | +$275K | 0.01% | 1182 |
|
|
2015
Q2 | $1.75M | Buy |
66,400
+2,000
| +3% | +$47.6K | ﹤0.01% | 1401 |
|
|
2015
Q1 | $1.5M | Buy |
64,400
+1,600
| +3% | +$35.1K | ﹤0.01% | 1502 |
|
|
2014
Q4 | $1.22M | Buy |
62,800
+2,000
| +3% | +$37.5K | ﹤0.01% | 1611 |
|
|
2014
Q3 | $1.1M | Hold |
60,800
| – | – | ﹤0.01% | 1604 |
|
|
2014
Q2 | $1.12M | Hold |
60,800
| – | – | ﹤0.01% | 1656 |
|
|
2014
Q1 | $1.3M | Buy |
60,800
+12,000
| +25% | +$258K | 0.01% | 1519 |
|
|
2013
Q4 | $957K | Hold |
48,800
| – | – | ﹤0.01% | 1541 |
|
|
2013
Q3 | $791K | Hold |
48,800
| – | – | ﹤0.01% | 1614 |
|
|
2013
Q2 | $559K | Buy |
+48,800
| New | +$507K | ﹤0.01% | 1840 |
|
Other funds holding AX
VPM
VCM
DAM
