ETF Holdings Breakdown of AX

Stock Name	Axos Financial Inc
Ticker	AX(USD) NYSE
TYPE	Common Stock
Country	USA
ISIN	US05465C1009
LEI	529900D8M56422GK9O25

News associated with AX

Axos Financial, Inc (NYSE:AX) Shares Sold by State of Alaska Department of Revenue: State of Alaska Department of Revenue trimmed its holdings in Axos Financial, Inc (NYSE:AX – Free Report) by 2.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,056 shares of the company’s stock after selling 644 shares during the quarter. State of Alaska […] - 2025-06-24 08:04:58
Exchange Traded Concepts LLC Has $1.02 Million Position in Axos Financial, Inc (NYSE:AX): Exchange Traded Concepts LLC boosted its holdings in Axos Financial, Inc (NYSE:AX – Free Report) by 1.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 15,844 shares of the company’s stock after purchasing an additional 223 shares during the quarter. Exchange […] - 2025-06-20 08:17:00
Wealth Enhancement Advisory Services LLC Acquires New Stake in Axos Financial, Inc. (NYSE:AX): Wealth Enhancement Advisory Services LLC acquired a new stake in Axos Financial, Inc. (NYSE:AX – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 4,116 shares of the company’s stock, valued at approximately $288,000. Several other institutional investors also recently made changes to their positions in […] - 2025-06-16 07:08:49
Rhumbline Advisers Has $10.11 Million Stake in Axos Financial, Inc. (NYSE:AX): Rhumbline Advisers trimmed its holdings in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 4.1% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 156,646 shares of the company’s stock after selling 6,627 shares during the period. Rhumbline Advisers’ holdings in […] - 2025-06-10 07:54:58
Analysts Set Axos Financial, Inc. (NYSE:AX) Price Target at $82.71: Shares of Axos Financial, Inc. (NYSE:AX – Get Free Report) have been assigned an average rating of “Moderate Buy” from the seven research firms that are currently covering the stock, MarketBeat reports. Two investment analysts have rated the stock with a hold recommendation and five have issued a buy recommendation on the company. The average […] - 2025-06-09 06:07:07
Artis Real Estate Investment Trust Unit (TSE:AX.UN) Shares Pass Below 200-Day Moving Average – Time to Sell?: Shares of Artis Real Estate Investment Trust Unit (TSE:AX.UN – Get Free Report) crossed below its two hundred day moving average during trading on Wednesday . The stock has a two hundred day moving average of C$7.42 and traded as low as C$7.27. Artis Real Estate Investment Trust Unit shares last traded at C$7.33, with […] - 2025-06-05 08:08:53
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Buys 1,207 Shares of Axos Financial, Inc. (NYSE:AX): MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 4.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,110 shares of the company’s stock after acquiring an […] - 2025-05-22 08:50:49
Janus Henderson Group PLC Grows Stock Holdings in Axos Financial, Inc. (NYSE:AX): Janus Henderson Group PLC grew its position in Axos Financial, Inc. (NYSE:AX – Free Report) by 0.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,399 shares of the company’s stock after buying an additional 427 shares during the quarter. Janus […] - 2025-05-20 08:26:53
Brokerages Set Axos Financial, Inc. (NYSE:AX) Price Target at $81.50: Shares of Axos Financial, Inc. (NYSE:AX – Get Free Report) have received an average rating of “Moderate Buy” from the six ratings firms that are presently covering the firm, Marketbeat reports. Two equities research analysts have rated the stock with a hold recommendation and four have assigned a buy recommendation to the company. The average […] - 2025-05-15 06:10:51
Share Buyback Plan Announced by Axos Financial (NYSE:AX) Board: Axos Financial (NYSE:AX – Get Free Report) announced that its board has authorized a stock repurchase plan on Monday, May 12th, RTT News reports. The company plans to repurchase $100.00 million in shares. This repurchase authorization permits the company to repurchase up to 2.5% of its stock through open market purchases. Stock repurchase plans are […] - 2025-05-14 05:10:45
Price T Rowe Associates Inc. MD Increases Holdings in Axos Financial, Inc. (NYSE:AX): Price T Rowe Associates Inc. MD raised its stake in Axos Financial, Inc. (NYSE:AX – Free Report) by 11.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,075 shares of the company’s stock after acquiring an additional 3,861 shares […] - 2025-05-07 08:55:04
Artis Real Estate Investment Trust Unit (TSE:AX.UN) Stock Price Passes Below 200-Day Moving Average – Time to Sell?: Artis Real Estate Investment Trust Unit (TSE:AX.UN – Get Free Report)’s share price crossed below its 200-day moving average during trading on Thursday . The stock has a 200-day moving average of C$7.58 and traded as low as C$7.14. Artis Real Estate Investment Trust Unit shares last traded at C$7.20, with a volume of 70,173 […] - 2025-04-25 07:44:51
Barclays PLC Increases Stake in Axos Financial, Inc. (NYSE:AX): Barclays PLC increased its stake in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 8.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 154,112 shares of the company’s stock after acquiring an additional 11,397 shares during the quarter. Barclays PLC’s […] - 2025-04-22 08:48:57
Russell Investments Group Ltd. Has $1.24 Million Position in Axos Financial, Inc. (NYSE:AX): Russell Investments Group Ltd. lessened its holdings in Axos Financial, Inc. (NYSE:AX – Free Report) by 3.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,705 shares of the company’s stock after selling 612 shares during the period. Russell Investments Group Ltd.’s holdings […] - 2025-04-21 08:38:44
235,710 Shares in Axos Financial, Inc. (NYSE:AX) Bought by Raymond James Financial Inc.: Raymond James Financial Inc. bought a new stake in Axos Financial, Inc. (NYSE:AX – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 235,710 shares of the company’s stock, valued at approximately $16,464,000. Several other institutional investors and hedge funds have also bought and sold shares of the company. Heck Capital Advisors […] - 2025-04-21 07:46:48
Invesco Ltd. Has $33.85 Million Stock Position in Axos Financial, Inc. (NYSE:AX): Invesco Ltd. raised its position in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 7.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 484,561 shares of the company’s stock after purchasing an additional 31,530 shares during the quarter. Invesco Ltd. owned approximately 0.85% of Axos […] - 2025-04-18 08:08:57
Axos Financial, Inc. (NYSE:AX) Shares Sold by Legal & General Group Plc: Legal & General Group Plc trimmed its position in Axos Financial, Inc. (NYSE:AX – Free Report) by 1.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 150,895 shares of the company’s stock after selling 2,614 shares during the quarter. Legal & General Group […] - 2025-04-17 10:26:47
Federated Hermes Inc. Sells 3,161 Shares of Axos Financial, Inc. (NYSE:AX): Federated Hermes Inc. cut its stake in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 21.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,301 shares of the company’s stock after selling 3,161 shares during the quarter. Federated Hermes Inc.’s holdings […] - 2025-04-16 08:13:07
3,186 Shares in Axos Financial, Inc. (NYSE:AX) Acquired by O Shaughnessy Asset Management LLC: O Shaughnessy Asset Management LLC acquired a new position in shares of Axos Financial, Inc. (NYSE:AX – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm acquired 3,186 shares of the company’s stock, valued at approximately $223,000. A number of other hedge funds have also recently bought and sold shares of the company. Heck […] - 2025-04-14 08:17:03
Axos Financial, Inc. (NYSE:AX) Shares Purchased by Alliancebernstein L.P.: Alliancebernstein L.P. boosted its stake in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 0.8% in the 4th quarter, Holdings Channel reports. The fund owned 70,885 shares of the company’s stock after buying an additional 532 shares during the period. Alliancebernstein L.P.’s holdings in Axos Financial were worth $4,951,000 as of its most […] - 2025-04-14 07:34:53
JPMorgan Chase & Co. Increases Holdings in Axos Financial, Inc. (NYSE:AX): JPMorgan Chase & Co. increased its stake in Axos Financial, Inc. (NYSE:AX – Free Report) by 45.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 410,590 shares of the company’s stock after buying an additional 128,932 shares during the period. JPMorgan Chase & Co.’s holdings in Axos Financial were worth $28,680,000 as […] - 2025-04-09 07:54:53
Corebridge Financial Inc. Sells 2,266 Shares of Axos Financial, Inc. (NYSE:AX): Corebridge Financial Inc. lessened its position in Axos Financial, Inc. (NYSE:AX – Free Report) by 7.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 29,081 shares of the company’s stock after selling 2,266 shares during the quarter. Corebridge Financial Inc. owned about 0.05% […] - 2025-04-02 08:39:00
Xponance Inc. Increases Holdings in Axos Financial, Inc. (NYSE:AX): Xponance Inc. lifted its holdings in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 42.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,990 shares of the company’s stock after purchasing an additional 2,393 shares during the period. Xponance Inc.’s […] - 2025-03-26 07:56:49
Axos Financial, Inc. (NYSE:AX) Shares Sold by Thrivent Financial for Lutherans: Thrivent Financial for Lutherans cut its position in Axos Financial, Inc. (NYSE:AX – Free Report) by 17.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 64,672 shares of the company’s stock after selling 13,577 shares during the quarter. Thrivent Financial […] - 2025-03-25 09:42:55
Cibc World Markets Corp Makes New $357,000 Investment in Axos Financial, Inc. (NYSE:AX): Cibc World Markets Corp acquired a new stake in Axos Financial, Inc. (NYSE:AX – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 5,113 shares of the company’s stock, valued at approximately $357,000. Other institutional investors have also modified their holdings of […] - 2025-03-25 08:44:47
Natixis Advisors LLC Raises Position in Axos Financial, Inc. (NYSE:AX): Natixis Advisors LLC grew its stake in Axos Financial, Inc. (NYSE:AX – Free Report) by 3.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 21,814 shares of the company’s stock after purchasing an additional 784 shares during the period. Natixis Advisors LLC’s holdings […] - 2025-03-25 07:58:50
Jones Financial Companies Lllp Sells 241 Shares of Axos Financial, Inc. (NYSE:AX): Jones Financial Companies Lllp trimmed its position in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 2.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,992 shares of the company’s stock after selling 241 shares during the period. Jones […] - 2025-03-11 07:43:21
Sanctuary Advisors LLC Sells 3,318 Shares of Axos Financial, Inc. (NYSE:AX): Sanctuary Advisors LLC reduced its holdings in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 16.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,313 shares of the company’s stock after selling 3,318 shares during the quarter. […] - 2025-02-26 09:30:50
Principal Financial Group Inc. Grows Position in Axos Financial, Inc. (NYSE:AX): Principal Financial Group Inc. increased its position in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 5.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 337,918 shares of the company’s stock after acquiring an additional 17,201 shares during […] - 2025-02-24 09:17:02
Axos Financial, Inc. (NYSE:AX) Shares Sold by Rhumbline Advisers: Rhumbline Advisers lowered its position in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 1.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 163,273 shares of the company’s stock after selling 1,730 shares during the quarter. Rhumbline Advisers’ holdings in Axos Financial were worth $11,405,000 as of its most recent SEC […] - 2025-02-24 08:33:07

AX institutional holdings

The following institutional investment holdings of AX have been identified

Date ETF ISIN/Name Num Shares Book value
2025-06-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 32,811 USD 2,516,604

2025-06-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 4,258 USD 326,589

2025-06-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 124 USD 9,511

Total = 37,193 USD 2,852,704
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	32,811	USD 2,516,604
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	4,258	USD 326,589
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	124	USD 9,511
Total =	37,193	USD 2,852,704

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