TIM
AX icon

Tortoise Investment Management’s Axos Financial AX Stock Holding History

Tortoise Investment Management’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
-2
Closed -$169 – 345
2025
Q3 		$169 Buy
+2
New +$174 ﹤0.01% 1322

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tortoise Investment Management's AX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Axos Financial (AX) in Q4 2025, closing a stake of 2 shares — an estimated $169 sold.

Tortoise Investment Management first reported a position in AX in Q3 2025 and held it in 1 quarter. The position peaked at $169 in Q3 2025. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • Tortoise Investment Management reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Axos Financial shares in Q4 2025, an estimated $169.
  • Tortoise Investment Management first reported a position in Axos Financial in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Axos Financial position peaked at $169 in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.