UBS Group’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 | $25.7M | Buy |
301,816
+45,592
| +18% | +$4.15M | ﹤0.01% | 2320 |
|
|
2025
Q4 | $22.1M | Sell |
256,224
-11,088
| -4% | -$913K | ﹤0.01% | 2499 |
|
|
2025
Q3 | $22.6M | Buy |
267,312
+106,003
| +66% | +$9.24M | ﹤0.01% | 2417 |
|
|
2025
Q2 | $12.3M | Sell |
161,309
-5,801
| -3% | -$392K | ﹤0.01% | 2871 |
|
|
2025
Q1 | $10.8M | Buy |
167,110
+37,988
| +29% | +$2.58M | ﹤0.01% | 2961 |
|
|
2024
Q4 | $9.02M | Buy |
129,122
+7,407
| +6% | +$541K | ﹤0.01% | 3172 |
|
|
2024
Q3 | $7.65M | Sell |
121,715
-5,573
| -4% | -$366K | ﹤0.01% | 2637 |
|
|
2024
Q2 | $7.27M | Buy |
127,288
+68,583
| +117% | +$3.73M | ﹤0.01% | 2504 |
|
|
2024
Q1 | $3.17M | Sell |
58,705
-7,519
| -11% | -$396K | ﹤0.01% | 3452 |
|
|
2023
Q4 | $3.62M | Buy |
66,224
+60,472
| +1,051% | +$2.52M | ﹤0.01% | 3124 |
|
|
2023
Q3 | $218K | Buy |
5,752
+505
| +10% | +$21.4K | ﹤0.01% | 5314 |
|
|
2023
Q2 | $207K | Buy |
5,247
+1,009
| +24% | +$39.1K | ﹤0.01% | 5456 |
|
|
2023
Q1 | $156K | Buy |
4,238
+788
| +23% | +$34K | ﹤0.01% | 5580 |
|
|
2022
Q4 | $132K | Sell |
3,450
-2,924
| -46% | -$111K | ﹤0.01% | 5836 |
|
|
2022
Q3 | $218K | Buy |
6,374
+3,431
| +117% | +$139K | ﹤0.01% | 5014 |
|
|
2022
Q2 | $105K | Sell |
2,943
-3,975
| -57% | -$153K | ﹤0.01% | 5389 |
|
|
2022
Q1 | $321K | Sell |
6,918
-14,489
| -68% | -$765K | ﹤0.01% | 5014 |
|
|
2021
Q4 | $1.2M | Buy |
21,407
+9,391
| +78% | +$525K | ﹤0.01% | 4225 |
|
|
2021
Q3 | $620K | Buy |
12,016
+805
| +7% | +$38.2K | ﹤0.01% | 4576 |
|
|
2021
Q2 | $520K | Sell |
11,211
-4,256
| -28% | -$199K | ﹤0.01% | 4704 |
|
|
2021
Q1 | $727K | Buy |
15,467
+5,396
| +54% | +$243K | ﹤0.01% | 4556 |
|
|
2020
Q4 | $378K | Buy |
10,071
+7,726
| +329% | +$244K | ﹤0.01% | 4823 |
|
|
2020
Q3 | $55K | Sell |
2,345
-2,958
| -56% | -$67.6K | ﹤0.01% | 5576 |
|
|
2020
Q2 | $117K | Buy |
5,303
+1,611
| +44% | +$32.8K | ﹤0.01% | 5174 |
|
|
2020
Q1 | $67K | Sell |
3,692
-45,661
| -93% | -$1.15M | ﹤0.01% | 5593 |
|
|
2019
Q4 | $1.49M | Buy |
49,353
+38,971
| +375% | +$1.14M | ﹤0.01% | 3844 |
|
|
2019
Q3 | $287K | Sell |
10,382
-10,974
| -51% | -$295K | ﹤0.01% | 4975 |
|
|
2019
Q2 | $582K | Sell |
21,356
-33,785
| -61% | -$994K | ﹤0.01% | 4186 |
|
|
2019
Q1 | $1.6M | Sell |
55,141
-24,926
| -31% | -$747K | ﹤0.01% | 3188 |
|
|
2018
Q4 | $2.02M | Sell |
80,067
-10,059
| -11% | -$303K | ﹤0.01% | 3030 |
|
|
2018
Q3 | $3.1M | Sell |
90,126
-25,984
| -22% | -$998K | ﹤0.01% | 2795 |
|
|
2018
Q2 | $4.75M | Buy |
116,110
+24,088
| +26% | +$1M | ﹤0.01% | 2385 |
|
|
2018
Q1 | $3.73M | Sell |
92,022
-4,371
| -5% | -$159K | ﹤0.01% | 2580 |
|
|
2017
Q4 | $2.88M | Sell |
96,393
-538
| -0.6% | -$14.6K | ﹤0.01% | 2869 |
|
|
2017
Q3 | $2.76M | Buy |
96,931
+11,584
| +14% | +$303K | ﹤0.01% | 2807 |
|
|
2017
Q2 | $2.02M | Buy |
85,347
+7,651
| +10% | +$181K | ﹤0.01% | 2995 |
|
|
2017
Q1 | $2.03M | Buy |
77,696
+7,361
| +10% | +$213K | ﹤0.01% | 2922 |
|
|
2016
Q4 | $2.01M | Buy |
70,335
+1,648
| +2% | +$39.2K | ﹤0.01% | 2904 |
|
|
2016
Q3 | $1.54M | Sell |
68,687
-1,623
| -2% | -$31.5K | ﹤0.01% | 3078 |
|
|
2016
Q2 | $1.25M | Sell |
70,310
-15,938
| -18% | -$299K | ﹤0.01% | 3182 |
|
|
2016
Q1 | $1.84M | Sell |
86,248
-18,791
| -18% | -$340K | ﹤0.01% | 2745 |
|
|
2015
Q4 | $2.21M | Sell |
105,039
-53,417
| -34% | -$1.26M | ﹤0.01% | 2698 |
|
|
2015
Q3 | $5.1M | Buy |
158,456
+23,368
| +17% | +$698K | ﹤0.01% | 1903 |
|
|
2015
Q2 | $3.57M | Buy |
135,088
+125,928
| +1,375% | +$2.99M | ﹤0.01% | 2418 |
|
|
2015
Q1 | $213K | Sell |
9,160
-3,848
| -30% | -$84.5K | ﹤0.01% | 4827 |
|
|
2014
Q4 | $253K | Buy |
+13,008
| New | +$244K | ﹤0.01% | 4812 |
|
Other funds holding AX
VPM
VCM
DAM
