Amundi
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Amundi’s Axos Financial AX Stock Holding History

Amundi’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 		$259K Buy
+3,047
New +$278K ﹤0.01% 1797
2024
Q2 		– Sell
-8,740
Closed -$430K – 1930
2024
Q1 		$430K Buy
8,740
+1,885
+27% +$99.2K ﹤0.01% 1463
2023
Q4 		$371K Buy
6,855
+209
+3% +$8.72K ﹤0.01% 1490
2023
Q3 		$237K Sell
6,646
-142
-2% -$6.01K ﹤0.01% 1553
2023
Q2 		$271K Buy
+6,788
New +$263K ﹤0.01% 1522

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amundi's AX Position: Q1 2026 in Review

Amundi opened a new position in Axos Financial (AX) in Q1 2026: 3,047 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1797 among its holdings. This is a return to the name: Amundi previously reported a position in AX as recently as Q1 2024.

Amundi first reported a position in AX in Q2 2023 and has held it in 5 quarters since. The position peaked at $430K in Q1 2024. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Amundi held 3,047 shares of Axos Financial worth $259K as of Q1 2026.
  • Axos Financial was a new Amundi position in Q1 2026.
  • Axos Financial made up ﹤0.01% of Amundi's portfolio in Q1 2026, its #1797 holding.
  • Amundi first reported a position in Axos Financial in Q2 2023 and has held it in 5 quarters since.
  • Amundi's Axos Financial position peaked at $430K in Q1 2024.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Amundi's 13F filing for Q1 2026, filed 18 May 2026.