XT
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XTX Topco’s Axos Financial AX Stock Holding History

XTX Topco’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 		$320K Buy
3,762
+193
+5% +$17.6K 0.01% 2433
2025
Q4 		$308K Buy
+3,569
New +$294K 0.01% 2043
2025
Q3 		– Sell
-9,677
Closed -$736K – 2554
2025
Q2 		$736K Hold
9,677
– – 0.03% 848
2025
Q1 		$624K Buy
+9,677
New +$656K 0.03% 860
2024
Q3 		– Sell
-6,188
Closed -$354K – 2082
2024
Q2 		$354K Buy
+6,188
New +$337K 0.03% 858
2024
Q1 		– Sell
-7,434
Closed -$406K – 1840
2023
Q4 		$406K Sell
7,434
-2,724
-27% -$114K 0.09% 388
2023
Q3 		$385K Sell
10,158
-2,623
-21% -$111K 0.07% 560
2023
Q2 		$504K Buy
+12,781
New +$495K 0.09% 365

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