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
Q2 		– Sell
-4,000
Closed -$73K – 5562
2020
Q1 		$73K Sell
4,000
-632,700
-99% -$15.9M ﹤0.01% 4990
2019
Q4 		$19.3M Buy
636,700
+1,100
+0.2% +$32.1K 0.01% 977
2019
Q3 		$17.6M Sell
635,600
-700
-0.1% -$18.8K 0.01% 956
2019
Q2 		$17.3M Buy
636,300
+1,100
+0.2% +$32.4K 0.01% 1008
2019
Q1 		$18.4M Buy
+635,200
New +$19M 0.01% 895
2018
Q4 		– Sell
-625,200
Closed -$21.5M – 6926
2018
Q3 		$21.5M Buy
625,200
+2,000
+0.3% +$76.8K 0.01% 813
2018
Q2 		$25.5M Buy
623,200
+42,000
+7% +$1.75M 0.02% 662
2018
Q1 		$23.6M Sell
581,200
-123,800
-18% -$4.51M 0.02% 773
2017
Q4 		$21.1M Buy
705,000
+448,900
+175% +$12.2M 0.02% 779
2017
Q3 		$7.29M Sell
256,100
-39,700
-13% -$1.04M 0.01% 1260
2017
Q2 		$7.02M Buy
295,800
+55,200
+23% +$1.31M 0.01% 1217
2017
Q1 		$6.29M Buy
240,600
+1,200
+0.5% +$34.7K 0.01% 1178
2016
Q4 		$6.83M Buy
239,400
+173,800
+265% +$4.14M 0.01% 1174
2016
Q3 		$1.47M Sell
65,600
-117,700
-64% -$2.28M ﹤0.01% 2263
2016
Q2 		$3.25M Buy
183,300
+46,000
+34% +$864K ﹤0.01% 1622
2016
Q1 		$2.88M Sell
137,300
-344,400
-71% -$6.24M ﹤0.01% 1623
2015
Q4 		$10.1M Sell
481,700
-558,300
-54% -$13.1M 0.01% 883
2015
Q3 		$33.3M Buy
1,040,000
+906,000
+676% +$27.1M 0.04% 394
2015
Q2 		$3.52M Buy
134,000
+120,000
+857% +$2.85M ﹤0.01% 1760
2015
Q1 		$326K Buy
+14,000
New +$308K ﹤0.01% 3965

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.