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Wealthspire Advisors (New York)’s Axos Financial AX Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-115
Closed -$9.73K – 1193
2025
Q3 		$9.73K Buy
+115
New +$10K ﹤0.01% 2035

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s AX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Axos Financial (AX) in Q4 2025, closing a stake of 115 shares — an estimated $9.73K sold.

Wealthspire Advisors (New York) first reported a position in AX in Q3 2025 and held it in 1 quarter. The position peaked at $9.73K in Q3 2025. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 115 Axos Financial shares in Q4 2025, an estimated $9.73K.
  • Wealthspire Advisors (New York) first reported a position in Axos Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Axos Financial position peaked at $9.73K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.