TwinBeech Capital’s Axos Financial AX Stock Holding History

TwinBeech 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 Q1	–	Sell	-39,932	Closed	-$2.79M	–	709
2024 Q4	$2.79M	Buy	39,932 +36,625	+1,107%	+$2.67M	0.05%	299
2024 Q3	$208K	Buy	+3,307	New	+$217K	﹤0.01%	639
2023 Q3	–	Sell	-102,938	Closed	-$4.06M	–	636
2023 Q2	$4.06M	Buy	+102,938	New	+$3.99M	0.08%	275

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

TwinBeech Capital's AX Position: Q1 2025 in Review

TwinBeech Capital sold out of Axos Financial (AX) in Q1 2025, closing a stake of 39,932 shares — an estimated $2.79M sold.

TwinBeech Capital first reported a position in AX in Q2 2023 and held it in 3 quarters. The position peaked at $4.06M in Q2 2023. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

TwinBeech Capital reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
TwinBeech Capital sold 39,932 Axos Financial shares in Q1 2025, an estimated $2.79M.
TwinBeech Capital first reported a position in Axos Financial in Q2 2023 and held it in 3 quarters.
TwinBeech Capital's Axos Financial position peaked at $4.06M in Q2 2023.
351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on TwinBeech Capital's 13F filing for Q1 2025, filed 15 May 2025.