AllianceBernstein’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.69M | Buy |
66,030
+466
| +0.7% | +$42.5K | ﹤0.01% | 1476 |
|
|
2025
Q4 | $5.65M | Buy |
65,564
+3,554
| +6% | +$293K | ﹤0.01% | 1479 |
|
|
2025
Q3 | $5.25M | Sell |
62,010
-690
| -1% | -$60.1K | ﹤0.01% | 1500 |
|
|
2025
Q2 | $4.77M | Sell |
62,700
-3,685
| -6% | -$249K | ﹤0.01% | 1499 |
|
|
2025
Q1 | $4.28M | Sell |
66,385
-4,500
| -6% | -$305K | ﹤0.01% | 1503 |
|
|
2024
Q4 | $4.95M | Buy |
70,885
+532
| +0.8% | +$38.8K | ﹤0.01% | 1490 |
|
|
2024
Q3 | $4.42M | Sell |
70,353
-31
| -0% | -$2.04K | ﹤0.01% | 1565 |
|
|
2024
Q2 | $4.02M | Sell |
70,384
-1,970
| -3% | -$107K | ﹤0.01% | 1579 |
|
|
2024
Q1 | $3.91M | Sell |
72,354
-5,746
| -7% | -$302K | ﹤0.01% | 1565 |
|
|
2023
Q4 | $4.26M | Sell |
78,100
-80
| -0.1% | -$3.34K | ﹤0.01% | 1558 |
|
|
2023
Q3 | $2.96M | Sell |
78,180
-834
| -1% | -$35.3K | ﹤0.01% | 1673 |
|
|
2023
Q2 | $3.12M | Sell |
79,014
-24,688
| -24% | -$957K | ﹤0.01% | 1654 |
|
|
2023
Q1 | $3.83M | Sell |
103,702
-7,881
| -7% | -$340K | ﹤0.01% | 1507 |
|
|
2022
Q4 | $4.26M | Buy |
111,583
+3,476
| +3% | +$132K | ﹤0.01% | 1502 |
|
|
2022
Q3 | $3.7M | Buy |
108,107
+18,397
| +21% | +$745K | ﹤0.01% | 1532 |
|
|
2022
Q2 | $3.22M | Buy |
89,710
+5,095
| +6% | +$196K | ﹤0.01% | 1665 |
|
|
2022
Q1 | $3.92M | Sell |
84,615
-7,443
| -8% | -$393K | ﹤0.01% | 1704 |
|
|
2021
Q4 | $5.15M | Sell |
92,058
-394
| -0.4% | -$22K | ﹤0.01% | 1604 |
|
|
2021
Q3 | $4.76M | Sell |
92,452
-2,130
| -2% | -$101K | ﹤0.01% | 1636 |
|
|
2021
Q2 | $4.39M | Buy |
94,582
+6,173
| +7% | +$288K | ﹤0.01% | 1704 |
|
|
2021
Q1 | $4.16M | Buy |
88,409
+97
| +0.1% | +$4.37K | ﹤0.01% | 1676 |
|
|
2020
Q4 | $3.31M | Buy |
88,312
+52
| +0.1% | +$1.64K | ﹤0.01% | 1714 |
|
|
2020
Q3 | $2.06M | Sell |
88,260
-527
| -0.6% | -$12K | ﹤0.01% | 1834 |
|
|
2020
Q2 | $1.96M | Sell |
88,787
-91,117
| -51% | -$1.85M | ﹤0.01% | 1853 |
|
|
2020
Q1 | $3.26M | Sell |
179,904
-3,020
| -2% | -$75.9K | ﹤0.01% | 1399 |
|
|
2019
Q4 | $5.54M | Sell |
182,924
-2,150
| -1% | -$62.8K | ﹤0.01% | 1376 |
|
|
2019
Q3 | $5.12M | Sell |
185,074
-10,540
| -5% | -$284K | ﹤0.01% | 1369 |
|
|
2019
Q2 | $5.33M | Buy |
195,614
+25,100
| +15% | +$739K | ﹤0.01% | 1381 |
|
|
2019
Q1 | $4.94M | Buy |
170,514
+24,754
| +17% | +$742K | ﹤0.01% | 1386 |
|
|
2018
Q4 | $3.67M | Hold |
145,760
| – | – | ﹤0.01% | 1471 |
|
|
2018
Q3 | $5.01M | Hold |
145,760
| – | – | ﹤0.01% | 1289 |
|
|
2018
Q2 | $5.96M | Sell |
145,760
-10,020
| -6% | -$417K | ﹤0.01% | 1158 |
|
|
2018
Q1 | $6.31M | Sell |
155,780
-33,420
| -18% | -$1.22M | ﹤0.01% | 1101 |
|
|
2017
Q4 | $5.66M | Buy |
189,200
+2,270
| +1% | +$61.7K | ﹤0.01% | 1158 |
|
|
2017
Q3 | $5.32M | Buy |
186,930
+26,050
| +16% | +$681K | ﹤0.01% | 1184 |
|
|
2017
Q2 | $3.82M | Buy |
160,880
+66,660
| +71% | +$1.58M | ﹤0.01% | 1371 |
|
|
2017
Q1 | $2.46M | Sell |
94,220
-2,500
| -3% | -$72.2K | ﹤0.01% | 1660 |
|
|
2016
Q4 | $2.76M | Sell |
96,720
-343
| -0.4% | -$8.17K | ﹤0.01% | 1608 |
|
|
2016
Q3 | $2.17M | Buy |
97,063
+343
| +0.4% | +$6.66K | ﹤0.01% | 1709 |
|
|
2016
Q2 | $1.71M | Sell |
96,720
-13,490
| -12% | -$253K | ﹤0.01% | 1852 |
|
|
2016
Q1 | $2.35M | Buy |
110,210
+13,490
| +14% | +$244K | ﹤0.01% | 1472 |
|
|
2015
Q4 | $2.04M | Hold |
96,720
| – | – | ﹤0.01% | 1598 |
|
|
2015
Q3 | $3.12M | Sell |
96,720
-2,480
| -3% | -$74.1K | ﹤0.01% | 1315 |
|
|
2015
Q2 | $2.62M | Buy |
99,200
+14,800
| +18% | +$352K | ﹤0.01% | 1565 |
|
|
2015
Q1 | $1.96M | Hold |
84,400
| – | – | ﹤0.01% | 1747 |
|
|
2014
Q4 | $1.64M | Sell |
84,400
-9,200
| -10% | -$173K | ﹤0.01% | 1881 |
|
|
2014
Q3 | $1.7M | Sell |
93,600
-5,600
| -6% | -$106K | ﹤0.01% | 1841 |
|
|
2014
Q2 | $1.82M | Sell |
99,200
-4
| -0% | -$79 | ﹤0.01% | 1839 |
|
|
2014
Q1 | $2.13M | Buy |
99,204
+5,508
| +6% | +$118K | ﹤0.01% | 1662 |
|
|
2013
Q4 | $1.84M | Buy |
93,696
+7,676
| +9% | +$138K | ﹤0.01% | 1773 |
|
|
2013
Q3 | $1.4M | Buy |
86,020
+4,400
| +5% | +$65.5K | ﹤0.01% | 1938 |
|
|
2013
Q2 | $935K | Buy |
+81,620
| New | +$848K | ﹤0.01% | 2120 |
|
Other funds holding AX
VPM
VCM
DAM
AllianceBernstein's AX Position: Q1 2026 in Review
AllianceBernstein increased its Axos Financial (AX) stake by 0.71% in Q1 2026, buying an estimated $42.5K and bringing the position to 66,030 shares worth $5.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.
AllianceBernstein first reported a position in AX in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.31M in Q1 2018. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.
- AllianceBernstein held 66,030 shares of Axos Financial worth $5.69M as of Q1 2026.
- AllianceBernstein bought 466 Axos Financial shares in Q1 2026, an estimated $42.5K.
- Axos Financial made up ﹤0.01% of AllianceBernstein's portfolio in Q1 2026, its #1476 holding.
- AllianceBernstein first reported a position in Axos Financial in Q2 2013 and has held it in 52 quarters since.
- AllianceBernstein's Axos Financial position peaked at $6.31M in Q1 2018.
- 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.
Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.