TI
AX icon

Tidal Investments’s Axos Financial AX Stock Holding History

Tidal 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
2025
Q4 		– Sell
-6,039
Closed -$511K – 2140
2025
Q3 		$511K Buy
+6,039
New +$526K ﹤0.01% 1563
2024
Q3 		– Sell
-28,675
Closed -$1.64M – 1839
2024
Q2 		$1.64M Buy
28,675
+381
+1% +$20.7K 0.02% 648
2024
Q1 		$1.53M Buy
28,294
+2,787
+11% +$147K 0.03% 663
2023
Q4 		$1.39M Sell
25,507
-33,505
-57% -$1.4M 0.03% 497
2023
Q3 		$2.23M Buy
59,012
+27,469
+87% +$1.16M 0.07% 283
2023
Q2 		$1.24M Buy
+31,543
New +$1.22M 0.04% 462

Other funds holding AX

BlackRock
BlackRock New York $5.7T 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return