United Services Automobile Association’s Axos Financial AX Stock Holding History

United Services Automobile Association’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	-3,336	Closed	-$212K	–	114
2025 Q1	$212K	Buy	+3,336	New	+$226K	0.01%	1001
2019 Q3	–	Sell	-8,243	Closed	-$225K	–	557
2019 Q2	$225K	Sell	8,243 -693	-8%	-$20.4K	﹤0.01%	1996
2019 Q1	$259K	Hold	8,936	–	–	﹤0.01%	1955
2018 Q4	$225K	Sell	8,936 -1,465	-14%	-$44.2K	﹤0.01%	1971
2018 Q3	$358K	Sell	10,401 -19,789	-66%	-$760K	﹤0.01%	1845
2018 Q2	$1.24M	Buy	30,190 +1,274	+4%	+$53K	﹤0.01%	1277
2018 Q1	$1.17M	Sell	28,916 -4,954	-15%	-$181K	﹤0.01%	1302
2017 Q4	$1.01M	Hold	33,870	–	–	﹤0.01%	1219
2017 Q3	$964K	Buy	+33,870	New	+$885K	﹤0.01%	1201

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

United Services Automobile Association's AX Position: Q2 2025 in Review

United Services Automobile Association sold out of Axos Financial (AX) in Q2 2025, closing a stake of 3,336 shares — an estimated $212K sold.

United Services Automobile Association first reported a position in AX in Q3 2017 and held it in 9 quarters. The position peaked at $1.24M in Q2 2018. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

United Services Automobile Association reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 3,336 Axos Financial shares in Q2 2025, an estimated $212K.
United Services Automobile Association first reported a position in Axos Financial in Q3 2017 and held it in 9 quarters.
United Services Automobile Association's Axos Financial position peaked at $1.24M in Q2 2018.
365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.