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	$987K	Sell	11,600 -39,200	-77%	-$3.57M	﹤0.01%	7684
2025 Q4	$4.38M	Buy	50,800 +2,900	+6%	+$239K	﹤0.01%	4482
2025 Q3	$4.05M	Sell	47,900 -4,700	-9%	-$410K	﹤0.01%	4734
2025 Q2	$4M	Sell	52,600 -1,300	-2%	-$87.9K	﹤0.01%	4491
2025 Q1	$3.48M	Sell	53,900 -37,500	-41%	-$2.54M	﹤0.01%	4512
2024 Q4	$6.38M	Sell	91,400 -9,000	-9%	-$657K	﹤0.01%	3581
2024 Q3	$6.31M	Buy	100,400 +14,200	+16%	+$933K	﹤0.01%	3573
2024 Q2	$4.93M	Sell	86,200 -63,900	-43%	-$3.48M	﹤0.01%	3762
2024 Q1	$8.11M	Sell	150,100 -42,800	-22%	-$2.25M	﹤0.01%	3214
2023 Q4	$10.5M	Buy	192,900 +21,000	+12%	+$876K	﹤0.01%	2774
2023 Q3	$6.51M	Buy	171,900 +56,100	+48%	+$2.37M	﹤0.01%	3269
2023 Q2	$4.57M	Buy	115,800 +30,200	+35%	+$1.17M	﹤0.01%	3782
2023 Q1	$3.16M	Buy	85,600 +76,200	+811%	+$3.29M	﹤0.01%	4547
2022 Q4	$359K	Sell	9,400 -25,000	-73%	-$953K	﹤0.01%	8932
2022 Q3	$1.18M	Sell	34,400 -20,400	-37%	-$826K	﹤0.01%	6633
2022 Q2	$1.97M	Sell	54,800 -1,700	-3%	-$65.3K	﹤0.01%	5580
2022 Q1	$2.62M	Buy	56,500 +52,600	+1,349%	+$2.78M	﹤0.01%	5484
2021 Q4	$218K	Buy	+3,900	New	+$218K	﹤0.01%	11665
2021 Q2	–	Sell	-4,500	Closed	-$212K	–	13649
2021 Q1	$212K	Sell	4,500 -3,800	-46%	-$171K	﹤0.01%	11576
2020 Q4	$312K	Sell	8,300 -8,200	-50%	-$259K	﹤0.01%	9005
2020 Q3	$385K	Sell	16,500 -10,300	-38%	-$235K	﹤0.01%	7725
2020 Q2	$592K	Buy	26,800 +13,600	+103%	+$277K	﹤0.01%	6766
2020 Q1	$239K	Buy	+13,200	New	+$332K	﹤0.01%	7709
2019 Q4	–	Sell	-23,500	Closed	-$650K	–	9090
2019 Q3	$650K	Buy	23,500 +800	+4%	+$21.5K	﹤0.01%	6297
2019 Q2	$619K	Sell	22,700 -3,100	-12%	-$91.2K	﹤0.01%	6479
2019 Q1	$747K	Sell	25,800 -26,000	-50%	-$779K	﹤0.01%	6106
2018 Q4	$1.3M	Sell	51,800 -19,200	-27%	-$579K	﹤0.01%	4877
2018 Q3	$2.44M	Buy	71,000 +10,700	+18%	+$411K	﹤0.01%	4060
2018 Q2	$2.47M	Sell	60,300 -62,600	-51%	-$2.6M	﹤0.01%	3774
2018 Q1	$4.98M	Buy	122,900 +48,400	+65%	+$1.76M	﹤0.01%	2458
2017 Q4	$2.23M	Buy	74,500 +41,600	+126%	+$1.13M	﹤0.01%	3484
2017 Q3	$937K	Sell	32,900 -4,400	-12%	-$115K	﹤0.01%	4416
2017 Q2	$885K	Sell	37,300 -400	-1%	-$9.46K	﹤0.01%	4254
2017 Q1	$985K	Buy	37,700 +28,700	+319%	+$829K	﹤0.01%	4017
2016 Q4	$257K	Sell	9,000 -38,400	-81%	-$914K	﹤0.01%	5895
2016 Q3	$1.06M	Buy	47,400 +5,500	+13%	+$107K	﹤0.01%	3763
2016 Q2	$742K	Sell	41,900 -2,700	-6%	-$50.7K	﹤0.01%	3956
2016 Q1	$952K	Sell	44,600 -63,200	-59%	-$1.15M	﹤0.01%	3557
2015 Q4	$2.27M	Sell	107,800 -88,600	-45%	-$2.09M	﹤0.01%	2609
2015 Q3	$6.33M	Buy	196,400 +34,000	+21%	+$1.02M	0.01%	1709
2015 Q2	$4.29M	Sell	162,400 -46,400	-22%	-$1.1M	﹤0.01%	2203
2015 Q1	$4.86M	Sell	208,800 -76,400	-27%	-$1.68M	﹤0.01%	2061
2014 Q4	$5.55M	Buy	285,200 +96,400	+51%	+$1.81M	0.01%	1884
2014 Q3	$3.43M	Buy	+188,800	New	+$3.56M	﹤0.01%	2336

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.