YIH
AX icon

Y-Intercept (HK)’s Axos Financial AX Stock Holding History

Y-Intercept (HK)’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
-6,916
Closed -$585K – 1532
2025
Q3 		$585K Buy
+6,916
New +$603K 0.01% 1209
2025
Q1 		– Sell
-13,567
Closed -$948K – 1194
2024
Q4 		$948K Buy
13,567
+266
+2% +$19.4K 0.06% 449
2024
Q3 		$836K Buy
+13,301
New +$874K 0.05% 525
2024
Q2 		– Sell
-5,849
Closed -$316K – 1388
2024
Q1 		$316K Buy
+5,849
New +$308K 0.02% 935
2023
Q4 		– Sell
-7,745
Closed -$293K – 1225
2023
Q3 		$293K Sell
7,745
-311
-4% -$13.2K 0.03% 783
2023
Q2 		$318K Sell
8,056
-7,910
-50% -$307K 0.03% 745
2023
Q1 		$589K Buy
15,966
+10,450
+189% +$451K 0.07% 441
2022
Q4 		$211K Sell
5,516
-20,862
-79% -$795K 0.03% 809
2022
Q3 		$903K Buy
+26,378
New +$1.07M 0.09% 324
2022
Q2 		– Sell
-4,762
Closed -$221K – 854
2022
Q1 		$221K Buy
+4,762
New +$252K 0.05% 577

Other funds holding AX

BlackRock
BlackRock New York $5.7T 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
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 $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return