WC
AX icon

Waterloo Capital’s Axos Financial AX Stock Holding History

Waterloo 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
2026
Q1 		$541K Buy
6,354
+16
+0.3% +$1.46K 0.04% 290
2025
Q4 		$546K Sell
6,338
-26
-0.4% -$2.14K 0.04% 284
2025
Q3 		$539K Buy
6,364
+4
+0.1% +$349 0.04% 265
2025
Q2 		$484K Sell
6,360
-6
-0.1% -$406 0.04% 276
2025
Q1 		$411K Buy
6,366
+6
+0.1% +$407 0.04% 277
2024
Q4 		$444K Hold
6,360
– – 0.05% 248
2024
Q3 		$400K Hold
6,360
– – 0.04% 274
2024
Q2 		$363K Hold
6,360
– – 0.04% 267
2024
Q1 		$344K Buy
6,360
+10
+0.2% +$526 0.04% 268
2023
Q4 		$347K Hold
6,350
– – 0.06% 267
2023
Q3 		$240K Hold
6,350
– – 0.07% 168
2023
Q2 		$250K Hold
6,350
– – 0.07% 157
2023
Q1 		$234K Buy
+6,350
New +$274K 0.07% 166

Other funds holding AX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
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
DAM
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