Citigroup
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Citigroup’s Axos Financial AX Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-200
Closed -$8K – 6248
2020
Q4 		$8K Sell
200
-100
-33% -$3.16K ﹤0.01% 7000
2020
Q3 		$7K Sell
300
-5,300
-95% -$121K ﹤0.01% 6812
2020
Q2 		$124K Sell
5,600
-7,700
-58% -$157K ﹤0.01% 5398
2020
Q1 		$241K Sell
13,300
-15,000
-53% -$377K ﹤0.01% 4578
2019
Q4 		$857K Buy
28,300
+11,300
+66% +$330K ﹤0.01% 3919
2019
Q3 		$470K Buy
17,000
+1,100
+7% +$29.6K ﹤0.01% 4395
2019
Q2 		$433K Buy
15,900
+500
+3% +$14.7K ﹤0.01% 4557
2019
Q1 		$446K Buy
15,400
+300
+2% +$8.99K ﹤0.01% 4308
2018
Q4 		$380K Sell
15,100
-14,500
-49% -$437K ﹤0.01% 4412
2018
Q3 		$1.02M Buy
29,600
+1,600
+6% +$61.5K ﹤0.01% 3482
2018
Q2 		$1.15M Buy
28,000
+5,900
+27% +$245K ﹤0.01% 3212
2018
Q1 		$896K Buy
22,100
+5,000
+29% +$182K ﹤0.01% 3347
2017
Q4 		$511K Sell
17,100
-1,000
-6% -$27.2K ﹤0.01% 4070
2017
Q3 		$515K Sell
18,100
-8,300
-31% -$217K ﹤0.01% 4095
2017
Q2 		$626K Buy
26,400
+21,600
+450% +$511K ﹤0.01% 3778
2017
Q1 		$125K Buy
4,800
+1,100
+30% +$31.8K ﹤0.01% 5037
2016
Q4 		$106K Sell
3,700
-6,300
-63% -$150K ﹤0.01% 5737
2016
Q3 		$224K Buy
+10,000
New +$194K ﹤0.01% 4561

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

Citigroup's AX Position: Q2 2026 in Review

Citigroup increased its Axos Financial (AX) stake by 21% in Q2 2026, buying an estimated $1.08M and bringing the position to 67,670 shares worth $6.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Citigroup first reported a position in AX in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.5M in Q4 2024. 386 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Citigroup held 67,670 shares of Axos Financial worth $6.59M as of Q2 2026.
  • Citigroup bought 11,968 Axos Financial shares in Q2 2026, an estimated $1.08M.
  • Axos Financial made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #1910 holding.
  • Citigroup first reported a position in Axos Financial in Q2 2013 and has held it in 53 quarters since.
  • Citigroup's Axos Financial position peaked at $10.5M in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.