Citadel Advisors’s Axos Financial AX Stock Holding History

Citadel Advisors’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	$1.68M	Sell	19,700 -19,900	-50%	-$1.81M	﹤0.01%	6475
2025 Q4	$3.41M	Sell	39,600 -2,400	-6%	-$198K	﹤0.01%	4932
2025 Q3	$3.56M	Sell	42,000 -19,500	-32%	-$1.7M	﹤0.01%	4983
2025 Q2	$4.68M	Buy	61,500 +35,400	+136%	+$2.39M	﹤0.01%	4227
2025 Q1	$1.68M	Sell	26,100 -30,100	-54%	-$2.04M	﹤0.01%	5874
2024 Q4	$3.93M	Sell	56,200 -5,200	-8%	-$380K	﹤0.01%	4365
2024 Q3	$3.86M	Sell	61,400 -16,700	-21%	-$1.1M	﹤0.01%	4362
2024 Q2	$4.46M	Buy	78,100 +5,300	+7%	+$288K	﹤0.01%	3929
2024 Q1	$3.93M	Sell	72,800 -39,500	-35%	-$2.08M	﹤0.01%	4324
2023 Q4	$6.13M	Buy	112,300 +8,900	+9%	+$371K	﹤0.01%	3521
2023 Q3	$3.91M	Buy	103,400 +57,600	+126%	+$2.44M	﹤0.01%	4043
2023 Q2	$1.81M	Sell	45,800 -14,200	-24%	-$550K	﹤0.01%	5328
2023 Q1	$2.22M	Buy	60,000 +53,500	+823%	+$2.31M	﹤0.01%	5161
2022 Q4	$248K	Sell	6,500 -69,200	-91%	-$2.64M	﹤0.01%	9706
2022 Q3	$2.59M	Buy	75,700 +41,600	+122%	+$1.68M	﹤0.01%	5097
2022 Q2	$1.22M	Sell	34,100 -12,900	-27%	-$496K	﹤0.01%	6558
2022 Q1	$2.18M	Buy	47,000 +27,900	+146%	+$1.47M	﹤0.01%	5902
2021 Q4	$1.07M	Sell	19,100 -14,100	-42%	-$789K	﹤0.01%	7787
2021 Q3	$1.71M	Sell	33,200 -4,300	-11%	-$204K	﹤0.01%	6762
2021 Q2	$1.74M	Buy	37,500 +14,100	+60%	+$659K	﹤0.01%	6933
2021 Q1	$1.1M	Buy	23,400 +12,600	+117%	+$568K	﹤0.01%	7876
2020 Q4	$405K	Sell	10,800 -1,500	-12%	-$47.4K	﹤0.01%	8542
2020 Q3	$287K	Sell	12,300 -8,700	-41%	-$199K	﹤0.01%	8211
2020 Q2	$464K	Sell	21,000 -2,600	-11%	-$52.9K	﹤0.01%	7206
2020 Q1	$428K	Sell	23,600 -2,700	-10%	-$67.9K	﹤0.01%	6718
2019 Q4	$796K	Buy	26,300 +9,600	+57%	+$281K	﹤0.01%	5998
2019 Q3	$462K	Buy	16,700 +4,000	+31%	+$108K	﹤0.01%	6885
2019 Q2	$346K	Sell	12,700 -600	-5%	-$17.7K	﹤0.01%	7369
2019 Q1	$385K	Sell	13,300 -7,100	-35%	-$213K	﹤0.01%	7226
2018 Q4	$514K	Sell	20,400 -10,800	-35%	-$326K	﹤0.01%	6347
2018 Q3	$1.07M	Sell	31,200 -4,100	-12%	-$157K	﹤0.01%	5417
2018 Q2	$1.44M	Sell	35,300 -1,300	-4%	-$54K	﹤0.01%	4607
2018 Q1	$1.48M	Sell	36,600 -24,900	-40%	-$908K	﹤0.01%	4191
2017 Q4	$1.84M	Sell	61,500 -33,100	-35%	-$900K	﹤0.01%	3755
2017 Q3	$2.69M	Sell	94,600 -8,000	-8%	-$209K	﹤0.01%	3053
2017 Q2	$2.43M	Buy	102,600 +17,900	+21%	+$423K	﹤0.01%	2913
2017 Q1	$2.21M	Sell	84,700 -42,600	-33%	-$1.23M	﹤0.01%	2964
2016 Q4	$3.63M	Buy	127,300 +61,000	+92%	+$1.45M	﹤0.01%	2307
2016 Q3	$1.49M	Buy	66,300 +28,000	+73%	+$544K	﹤0.01%	3317
2016 Q2	$678K	Sell	38,300 -8,900	-19%	-$167K	﹤0.01%	4078
2016 Q1	$1.01M	Sell	47,200 -94,300	-67%	-$1.71M	﹤0.01%	3482
2015 Q4	$2.98M	Sell	141,500 -60,900	-30%	-$1.43M	﹤0.01%	2333
2015 Q3	$6.52M	Buy	202,400 +44,000	+28%	+$1.31M	0.01%	1681
2015 Q2	$4.19M	Sell	158,400 -21,200	-12%	-$504K	﹤0.01%	2229
2015 Q1	$4.18M	Buy	179,600 +86,000	+92%	+$1.89M	﹤0.01%	2224
2014 Q4	$1.82M	Buy	93,600 +44,800	+92%	+$841K	﹤0.01%	3020
2014 Q3	$887K	Buy	+48,800	New	+$921K	﹤0.01%	3851

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors's AX Position: Q1 2026 in Review

Citadel Advisors increased its Axos Financial (AX) stake by 398% in Q1 2026, buying an estimated $5.01M and bringing the position to 68,790 shares worth $5.85M. The position accounts for ﹤0.01% of the portfolio, ranked #4083.

Citadel Advisors first reported a position in AX in Q3 2013 and has held it in 38 quarters since. The position peaked at $79M in Q2 2024. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

Citadel Advisors held 68,790 shares of Axos Financial worth $5.85M as of Q1 2026.
Citadel Advisors bought 54,990 Axos Financial shares in Q1 2026, an estimated $5.01M.
Axos Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4083 holding.
Citadel Advisors first reported a position in Axos Financial in Q3 2013 and has held it in 38 quarters since.
Citadel Advisors's Axos Financial position peaked at $79M in Q2 2024.
384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

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