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% 6299
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Barclays's AX Position: Q3 2026 in Review

Barclays increased its Axos Financial (AX) stake by 50% in Q3 2026, buying an estimated $1.22M and bringing the position to 37,661 shares worth $3.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Barclays first reported a position in AX in Q2 2013 and has held it in 54 quarters since. The position peaked at $16.6M in Q4 2023. 253 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • Barclays held 37,661 shares of Axos Financial worth $3.26M as of Q3 2026.
  • Barclays bought 12,633 Axos Financial shares in Q3 2026, an estimated $1.22M.
  • Axos Financial made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #2284 holding.
  • Barclays first reported a position in Axos Financial in Q2 2013 and has held it in 54 quarters since.
  • Barclays's Axos Financial position peaked at $16.6M in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.