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TownSquare Capital’s Axos Financial AX Stock Holding History

TownSquare Capital’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
-4,100
Closed -$265K – 670
2025
Q1 		$265K Buy
4,100
+537
+15% +$36.4K ﹤0.01% 1407
2024
Q4 		$249K Sell
3,563
-80
-2% -$5.84K ﹤0.01% 1340
2024
Q3 		$229K Buy
+3,643
New +$239K ﹤0.01% 1316
2019
Q3 		– Sell
-20,327
Closed -$542K – 482
2019
Q2 		$542K Buy
+20,327
New +$598K 0.05% 252

Other funds holding AX

BlackRock
BlackRock New York $5.72T 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
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

TownSquare Capital's AX Position: Q2 2025 in Review

TownSquare Capital sold out of Axos Financial (AX) in Q2 2025, closing a stake of 4,100 shares — an estimated $265K sold.

TownSquare Capital first reported a position in AX in Q2 2019 and held it in 4 quarters. The position peaked at $542K in Q2 2019. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

  • TownSquare Capital reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 4,100 Axos Financial shares in Q2 2025, an estimated $265K.
  • TownSquare Capital first reported a position in Axos Financial in Q2 2019 and held it in 4 quarters.
  • TownSquare Capital's Axos Financial position peaked at $542K in Q2 2019.
  • 365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.