Vicus Capital’s Axos Financial AX Stock Holding History

Vicus Capital’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	-3,396	Closed	-$219K	–	266
2025 Q1	$219K	Buy	+3,396	New	+$230K	0.02%	221

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

Vicus Capital's AX Position: Q2 2025 in Review

Vicus Capital sold out of Axos Financial (AX) in Q2 2025, closing a stake of 3,396 shares — an estimated $219K sold.

Vicus Capital first reported a position in AX in Q1 2025 and held it in 1 quarter. The position peaked at $219K in Q1 2025. 365 funds tracked by Wall St. Rank hold AX as of Q2 2025.

Vicus Capital reported no remaining Axos Financial position as of Q2 2025 after selling out during the quarter.
Vicus Capital sold 3,396 Axos Financial shares in Q2 2025, an estimated $219K.
Vicus Capital first reported a position in Axos Financial in Q1 2025 and held it in 1 quarter.
Vicus Capital's Axos Financial position peaked at $219K in Q1 2025.
365 funds tracked by Wall St. Rank held Axos Financial as of Q2 2025.

Based on Vicus Capital's 13F filing for Q2 2025, filed 18 Jul 2025.