TD Waterhouse Canada’s Axos Financial AX Stock Holding History

TD Waterhouse Canada’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	$932K	Buy	10,868 +10,449	+2,494%	+$952K	﹤0.01%	700
2025 Q4	$36.1K	Hold	419	–	–	﹤0.01%	1267
2025 Q3	$35K	Sell	419 -85	-17%	-$7.41K	﹤0.01%	1274
2025 Q2	$39.5K	Buy	504 +37	+8%	+$2.5K	﹤0.01%	1174
2025 Q1	$30K	Hold	467	–	–	﹤0.01%	1188
2024 Q4	$32.6K	Sell	467 -161	-26%	-$11.8K	﹤0.01%	1178
2024 Q3	$38K	Buy	628 +563	+866%	+$37K	﹤0.01%	1099
2024 Q2	$3.75K	Sell	65 -117	-64%	-$6.36K	﹤0.01%	1544
2024 Q1	$10.5K	Buy	182 +153	+528%	+$8.05K	﹤0.01%	1358
2023 Q4	$1.53K	Buy	29 +19	+190%	+$793	﹤0.01%	1523
2023 Q3	$374	Sell	10 -2	-17%	-$85	﹤0.01%	1615
2023 Q2	$477	Hold	12	–	–	﹤0.01%	1654
2023 Q1	$437	Sell	12 -120	-91%	-$5.18K	﹤0.01%	1655
2022 Q4	$5.04K	Buy	132 +3	+2%	+$114	﹤0.01%	1350
2022 Q3	$4.6K	Buy	129 +9	+8%	+$364	﹤0.01%	1372
2022 Q2	$4.33K	Hold	120	–	–	﹤0.01%	1421
2022 Q1	$5.52K	Buy	+120	New	+$6.34K	﹤0.01%	1436

Other funds holding AX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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