Balyasny Asset Management
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Balyasny Asset Management’s Axos Financial AX Stock Holding History

Balyasny Asset Management’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 		$272K Sell
3,195
-3,879
-55% -$354K ﹤0.01% 2600
2025
Q4 		$609K Sell
7,074
-51
-0.7% -$4.2K ﹤0.01% 2433
2025
Q3 		$603K Sell
7,125
-23,103
-76% -$2.01M ﹤0.01% 2313
2025
Q2 		$2.3M Buy
+30,228
New +$2.04M ﹤0.01% 1664
2025
Q1 		– Sell
-31,051
Closed -$2.17M – 2783
2024
Q4 		$2.17M Buy
31,051
+16,430
+112% +$1.2M ﹤0.01% 1638
2024
Q3 		$919K Buy
+14,621
New +$961K ﹤0.01% 2007
2024
Q1 		– Sell
-27,068
Closed -$1.48M – 2613
2023
Q4 		$1.48M Sell
27,068
-15,360
-36% -$641K ﹤0.01% 1542
2023
Q3 		$1.61M Buy
42,428
+25,001
+143% +$1.06M ﹤0.01% 1438
2023
Q2 		$687K Buy
17,427
+8,981
+106% +$348K ﹤0.01% 1759
2023
Q1 		$312K Buy
+8,446
New +$364K ﹤0.01% 2089
2022
Q4 		– Sell
-12,519
Closed -$429K – 2773
2022
Q3 		$429K Buy
+12,519
New +$507K ﹤0.01% 2080
2022
Q2 		– Sell
-14,232
Closed -$660K – 2737
2022
Q1 		$660K Buy
14,232
+6,587
+86% +$348K ﹤0.01% 1743
2021
Q4 		$427K Sell
7,645
-3,791
-33% -$212K ﹤0.01% 1655
2021
Q3 		$589K Sell
11,436
-9,674
-46% -$459K ﹤0.01% 1451
2021
Q2 		$979K Buy
+21,110
New +$986K ﹤0.01% 1290
2020
Q3 		– Sell
-19,954
Closed -$441K – 1280
2020
Q2 		$441K Sell
19,954
-53,959
-73% -$1.1M ﹤0.01% 938
2020
Q1 		$1.34M Buy
+73,913
New +$1.86M 0.02% 693
2019
Q4 		– Sell
-8,389
Closed -$232K – 1155
2019
Q3 		$232K Buy
+8,389
New +$226K ﹤0.01% 1063
2019
Q2 		– Sell
-16,453
Closed -$476K – 1462
2019
Q1 		$476K Sell
16,453
-5,920
-26% -$177K ﹤0.01% 1215
2018
Q4 		$563K Buy
22,373
+14,461
+183% +$436K ﹤0.01% 1062
2018
Q3 		$272K Buy
+7,912
New +$304K ﹤0.01% 1524
2017
Q2 		– Sell
-14,500
Closed -$379K – 1465
2017
Q1 		$379K Buy
+14,500
New +$419K ﹤0.01% 1351

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

Balyasny Asset Management's AX Position: Q1 2026 in Review

Balyasny Asset Management reduced its Axos Financial (AX) stake by 55% in Q1 2026, selling an estimated $354K and leaving 3,195 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

Balyasny Asset Management first reported a position in AX in Q1 2017 and has held it in 22 quarters since. The position peaked at $2.3M in Q2 2025. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Balyasny Asset Management held 3,195 shares of Axos Financial worth $272K as of Q1 2026.
  • Balyasny Asset Management sold 3,879 Axos Financial shares in Q1 2026, an estimated $354K.
  • Axos Financial made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2600 holding.
  • Balyasny Asset Management first reported a position in Axos Financial in Q1 2017 and has held it in 22 quarters since.
  • Balyasny Asset Management's Axos Financial position peaked at $2.3M in Q2 2025.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.