UBS AM’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.06M | Buy |
94,671
+7,946
| +9% | +$724K | ﹤0.01% | 1322 |
|
|
2025
Q4 | $7.47M | Buy |
86,725
+2,694
| +3% | +$222K | ﹤0.01% | 1263 |
|
|
2025
Q3 | $7.11M | Sell |
84,031
-72,320
| -46% | -$6.3M | ﹤0.01% | 1205 |
|
|
2025
Q2 | $11.9M | Buy |
156,351
+46,451
| +42% | +$3.14M | ﹤0.01% | 1274 |
|
|
2025
Q1 | $7.09M | Buy |
109,900
+190
| +0.2% | +$12.9K | ﹤0.01% | 1387 |
|
|
2024
Q4 | $7.66M | Buy |
109,710
+22,304
| +26% | +$1.63M | ﹤0.01% | 1382 |
|
|
2024
Q3 | $5.5M | Sell |
87,406
-13,696
| -14% | -$900K | ﹤0.01% | 1520 |
|
|
2024
Q2 | $5.78M | Buy |
101,102
+53,809
| +114% | +$2.93M | ﹤0.01% | 1410 |
|
|
2024
Q1 | $2.56M | Sell |
47,293
-2,262
| -5% | -$119K | ﹤0.01% | 1558 |
|
|
2023
Q4 | $2.71M | Buy |
49,555
+2,524
| +5% | +$105K | ﹤0.01% | 1535 |
|
|
2023
Q3 | $1.78M | Buy |
47,031
+2,493
| +6% | +$105K | ﹤0.01% | 1685 |
|
|
2023
Q2 | $1.64M | Hold |
44,538
| – | – | ﹤0.01% | 1764 |
|
|
2023
Q1 | $1.64M | Buy |
44,538
+2,649
| +6% | +$114K | ﹤0.01% | 1764 |
|
|
2022
Q4 | $1.6M | Hold |
41,889
| – | – | ﹤0.01% | 1643 |
|
|
2022
Q3 | $1.43M | Sell |
41,889
-10,875
| -21% | -$440K | ﹤0.01% | 1767 |
|
|
2022
Q2 | $1.89M | Sell |
52,764
-4,250
| -7% | -$163K | ﹤0.01% | 1642 |
|
|
2022
Q1 | $2.64M | Sell |
57,014
-5,602
| -9% | -$296K | ﹤0.01% | 1647 |
|
|
2021
Q4 | $3.5M | Buy |
62,616
+956
| +2% | +$53.5K | ﹤0.01% | 1578 |
|
|
2021
Q3 | $3.18M | Buy |
61,660
+6,766
| +12% | +$321K | ﹤0.01% | 1600 |
|
|
2021
Q2 | $2.55M | Buy |
54,894
+12,355
| +29% | +$577K | ﹤0.01% | 1740 |
|
|
2021
Q1 | $2M | Hold |
42,539
| – | – | ﹤0.01% | 1743 |
|
|
2020
Q4 | $1.6M | Hold |
42,539
| – | – | ﹤0.01% | 1779 |
|
|
2020
Q3 | $992K | Sell |
42,539
-819
| -2% | -$18.7K | ﹤0.01% | 1849 |
|
|
2020
Q2 | $957K | Sell |
43,358
-10,427
| -19% | -$212K | ﹤0.01% | 1834 |
|
|
2020
Q1 | $975K | Buy |
53,785
+5,334
| +11% | +$134K | ﹤0.01% | 1705 |
|
|
2019
Q4 | $1.47M | Sell |
48,451
-2,242
| -4% | -$65.5K | ﹤0.01% | 1730 |
|
|
2019
Q3 | $1.4M | Buy |
50,693
+3,130
| +7% | +$84.3K | ﹤0.01% | 1782 |
|
|
2019
Q2 | $1.3M | Buy |
47,563
+7,536
| +19% | +$222K | ﹤0.01% | 1784 |
|
|
2019
Q1 | $1.16M | Buy |
40,027
+33
| +0.1% | +$989 | ﹤0.01% | 1763 |
|
|
2018
Q4 | $1.01M | Buy |
+39,994
| New | +$1.21M | ﹤0.01% | 1753 |
|
|
2018
Q3 | – | Sell |
-39,048
| Closed | -$1.6M | – | 2766 |
|
|
2018
Q2 | $1.6M | Sell |
39,048
-899
| -2% | -$37.4K | ﹤0.01% | 1608 |
|
|
2018
Q1 | $1.62M | Buy |
39,947
+3,800
| +11% | +$139K | ﹤0.01% | 1563 |
|
|
2017
Q4 | $1.08M | Buy |
36,147
+1,891
| +6% | +$51.4K | ﹤0.01% | 1715 |
|
|
2017
Q3 | $975K | Buy |
34,256
+525
| +2% | +$13.7K | ﹤0.01% | 1725 |
|
|
2017
Q2 | $800K | Buy |
33,731
+1,734
| +5% | +$41K | ﹤0.01% | 1745 |
|
|
2017
Q1 | $836K | Buy |
31,997
+9,986
| +45% | +$289K | ﹤0.01% | 1704 |
|
|
2016
Q4 | $628K | Sell |
22,011
-7,689
| -26% | -$183K | ﹤0.01% | 1750 |
|
|
2016
Q3 | $665K | Hold |
29,700
| – | – | ﹤0.01% | 1840 |
|
|
2016
Q2 | $526K | Sell |
29,700
-96,251
| -76% | -$1.81M | ﹤0.01% | 1928 |
|
|
2016
Q1 | $2.69M | Buy |
125,951
+95,551
| +314% | +$1.73M | ﹤0.01% | 1239 |
|
|
2015
Q4 | $640K | Hold |
30,400
| – | – | ﹤0.01% | 1916 |
|
|
2015
Q3 | $979K | Buy |
30,400
+800
| +3% | +$23.9K | ﹤0.01% | 1728 |
|
|
2015
Q2 | $782K | Buy |
29,600
+2,800
| +10% | +$66.6K | ﹤0.01% | 1802 |
|
|
2015
Q1 | $623K | Buy |
26,800
+800
| +3% | +$17.6K | ﹤0.01% | 1858 |
|
|
2014
Q4 | $506K | Buy |
26,000
+2,000
| +8% | +$37.5K | ﹤0.01% | 1940 |
|
|
2014
Q3 | $436K | Hold |
24,000
| – | – | ﹤0.01% | 1952 |
|
|
2014
Q2 | $441K | Buy |
24,000
+1,200
| +5% | +$23.6K | ﹤0.01% | 1962 |
|
|
2014
Q1 | $489K | Hold |
22,800
| – | – | ﹤0.01% | 1904 |
|
|
2013
Q4 | $447K | Hold |
22,800
| – | – | ﹤0.01% | 1868 |
|
|
2013
Q3 | $370K | Hold |
22,800
| – | – | ﹤0.01% | 1946 |
|
|
2013
Q2 | $261K | Buy |
+22,800
| New | +$237K | ﹤0.01% | 2086 |
|
Other funds holding AX
VPM
VCM
DAM
