Number of Shares
199,488.00
Current Holdings Value*
$13.33 Mil
% of Portfolio
3.46%
Total Estimate Gain
$17.19 Mil
% of Total Estimate Gain
100.46%

Columbia Select Small Cap Value Fund's Axos Financial Inc Holding Summary

As of 2025-02-28, Columbia Funds Series Trust II held 199,488.00 shares of Axos Financial Inc(AX), totaling $13.33 Mil. This investment constitutes 3.46% of their stock portfolio, and Columbia Funds Series Trust II now holds 0.35% of the outstanding Axos Financial Inc(AX) stock.

The initial trade took place in 2019Q4. And since then Columbia Select Small Cap Value Fund has made 1 purchases of AX, at an average price of $28.43, for a total of 601,820.00 shares. In addition, there have been 8 sales at an average price of $42.85 for 402,332.00 shares. Based on historical transaction data and AX's current price of $85.53, Columbia Select Small Cap Value Fund's estimated gain on his AX holdings is $17.19 Mil, reflecting a 100.46% gain to date.

Columbia Select Small Cap Value Fund AX ($85.53) Holding Chart

Columbia Select Small Cap Value Fund AX ($85.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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