UMB Bank’s Axos Financial AX Stock Holding History

UMB Bank’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
2026 Q1	$29.6K	Buy	348 +4	+1%	+$365	﹤0.01%	1461
2025 Q4	$29.6K	Buy	344 +57	+20%	+$4.7K	﹤0.01%	1426
2025 Q3	$24.3K	Buy	287 +38	+15%	+$3.31K	﹤0.01%	1384
2025 Q2	$18.9K	Buy	249 +55	+28%	+$3.72K	﹤0.01%	1391
2025 Q1	$12.5K	Buy	194 +69	+55%	+$4.68K	﹤0.01%	1465
2024 Q4	$8.73K	Sell	125 -3	-2%	-$219	﹤0.01%	1513
2024 Q3	$8.05K	Buy	128 +65	+103%	+$4.27K	﹤0.01%	1559
2024 Q2	$3.6K	Buy	63 +42	+200%	+$2.28K	﹤0.01%	1555
2024 Q1	$1.14K	Buy	+21	New	+$1.1K	﹤0.01%	1725
2023 Q4	–	Sell	-106	Closed	-$4.01K	–	1617
2023 Q3	$4.01K	Sell	106 -143	-57%	-$6.05K	﹤0.01%	1454
2023 Q2	$9.82K	Buy	249 +143	+135%	+$5.54K	﹤0.01%	1304
2023 Q1	$3.91K	Hold	106	–	–	﹤0.01%	1451
2022 Q4	$4K	Hold	106	–	–	﹤0.01%	1450
2022 Q3	$4K	Hold	106	–	–	﹤0.01%	1484
2022 Q2	$4K	Hold	106	–	–	﹤0.01%	1606
2022 Q1	$5K	Hold	106	–	–	﹤0.01%	1644
2021 Q4	$6K	Buy	+106	New	+$5.93K	﹤0.01%	1570

Other funds holding AX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return