Barclays
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Barclays’s Axos Financial AX Stock Holding History

Barclays’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
2020
Q3 		– Sell
-700
Closed -$15K – 5209
2020
Q2 		$15K Sell
700
-19,000
-96% -$386K ﹤0.01% 5254
2020
Q1 		$357K Buy
19,700
+14,700
+294% +$369K ﹤0.01% 3849
2019
Q4 		$151K Buy
5,000
+2,100
+72% +$61.4K ﹤0.01% 5230
2019
Q3 		$80K Buy
2,900
+1,800
+164% +$48.5K ﹤0.01% 5636
2019
Q2 		$30K Sell
1,100
-1,200
-52% -$35.3K ﹤0.01% 6300
2019
Q1 		$67K Buy
+2,300
New +$68.9K ﹤0.01% 5673
2018
Q4 		– Sell
-46,300
Closed -$1.59M – 6925
2018
Q3 		$1.59M Sell
46,300
-18,100
-28% -$695K ﹤0.01% 3142
2018
Q2 		$2.63M Buy
64,400
+14,800
+30% +$615K ﹤0.01% 2307
2018
Q1 		$2.01M Sell
49,600
-15,300
-24% -$558K ﹤0.01% 2452
2017
Q4 		$1.94M Buy
64,900
+44,200
+214% +$1.2M ﹤0.01% 2454
2017
Q3 		$589K Sell
20,700
-10,500
-34% -$274K ﹤0.01% 3457
2017
Q2 		$740K Sell
31,200
-26,900
-46% -$636K ﹤0.01% 3150
2017
Q1 		$1.52M Buy
58,100
+31,800
+121% +$919K ﹤0.01% 2343
2016
Q4 		$751K Buy
+26,300
New +$626K ﹤0.01% 3010
2015
Q3 		– Sell
-14,000
Closed -$368K – 6822
2015
Q2 		$368K Hold
14,000
– – ﹤0.01% 3719
2015
Q1 		$326K Buy
+14,000
New +$308K ﹤0.01% 3964

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

Barclays's AX Position: Q1 2026 in Review

Barclays reduced its Axos Financial (AX) stake by 69% in Q1 2026, selling an estimated $6.53M and leaving 31,484 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Barclays first reported a position in AX in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.6M in Q4 2023. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Barclays held 31,484 shares of Axos Financial worth $2.68M as of Q1 2026.
  • Barclays sold 71,623 Axos Financial shares in Q1 2026, an estimated $6.53M.
  • Axos Financial made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #2183 holding.
  • Barclays first reported a position in Axos Financial in Q2 2013 and has held it in 52 quarters since.
  • Barclays's Axos Financial position peaked at $16.6M in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.