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AlphaQuest’s Axos Financial AX Stock Holding History

AlphaQuest’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 		– Sell
-42,218
Closed -$3.64M – 211
2025
Q4 		$3.64M Sell
42,218
-5,621
-12% -$463K 0.2% 68
2025
Q3 		$4.05M Buy
47,839
+47,404
+10,897% +$4.13M 0.26% 50
2025
Q2 		$33.1K Sell
435
-13,932
-97% -$942K ﹤0.01% 1715
2025
Q1 		$927K Buy
14,367
+10,396
+262% +$705K 0.1% 305
2024
Q4 		$277K Sell
3,971
-1,320
-25% -$96.4K 0.04% 733
2024
Q3 		$333K Sell
5,291
-278
-5% -$18.3K 0.03% 858
2024
Q2 		$318K Buy
5,569
+4,194
+305% +$228K 0.04% 615
2024
Q1 		$74.3K Sell
1,375
-455
-25% -$23.9K 0.01% 872
2023
Q4 		$99.9K Buy
+1,830
New +$76.4K 0.02% 769

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AlphaQuest's AX Position: Q1 2026 in Review

AlphaQuest sold out of Axos Financial (AX) in Q1 2026, closing a stake of 42,218 shares — an estimated $3.64M sold.

AlphaQuest first reported a position in AX in Q4 2023 and held it in 9 quarters. The position peaked at $4.05M in Q3 2025. 386 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • AlphaQuest reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 42,218 Axos Financial shares in Q1 2026, an estimated $3.64M.
  • AlphaQuest first reported a position in Axos Financial in Q4 2023 and held it in 9 quarters.
  • AlphaQuest's Axos Financial position peaked at $4.05M in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.