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Versor Investments’s Axos Financial AX Stock Holding History

Versor Investments’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
-4,000
Closed -$279K – 707
2024
Q4 		$279K Buy
4,000
+200
+5% +$14.6K 0.05% 585
2024
Q3 		$239K Sell
3,800
-5,000
-57% -$329K 0.04% 667
2024
Q2 		$503K Buy
+8,800
New +$479K 0.09% 361
2024
Q1 		– Sell
-3,792
Closed -$207K – 686
2023
Q4 		$207K Buy
+3,792
New +$158K 0.04% 650
2023
Q3 		– Sell
-13,065
Closed -$515K – 659
2023
Q2 		$515K Buy
13,065
+5,051
+63% +$196K 0.09% 251
2023
Q1 		$296K Sell
8,014
-11,486
-59% -$495K 0.04% 500
2022
Q4 		$745K Buy
+19,500
New +$743K 0.06% 225

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
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

Versor Investments's AX Position: Q1 2025 in Review

Versor Investments sold out of Axos Financial (AX) in Q1 2025, closing a stake of 4,000 shares — an estimated $279K sold.

Versor Investments first reported a position in AX in Q4 2022 and held it in 7 quarters. The position peaked at $745K in Q4 2022. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

  • Versor Investments reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
  • Versor Investments sold 4,000 Axos Financial shares in Q1 2025, an estimated $279K.
  • Versor Investments first reported a position in Axos Financial in Q4 2022 and held it in 7 quarters.
  • Versor Investments's Axos Financial position peaked at $745K in Q4 2022.
  • 351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Versor Investments's 13F filing for Q1 2025, filed 13 May 2025.