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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Barclays's AX Position: Q2 2026 in Review

Barclays reduced its Axos Financial (AX) stake by 21% in Q2 2026, selling an estimated $582K and leaving 25,028 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Barclays first reported a position in AX in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.6M in Q4 2023. 386 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Barclays held 25,028 shares of Axos Financial worth $2.44M as of Q2 2026.
  • Barclays sold 6,456 Axos Financial shares in Q2 2026, an estimated $582K.
  • Axos Financial made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #2234 holding.
  • Barclays first reported a position in Axos Financial in Q2 2013 and has held it in 53 quarters since.
  • Barclays's Axos Financial position peaked at $16.6M in Q4 2023.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.