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 		$1.14M 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Shaker Investments
Shaker Investments Cleveland, Ohio $268M AUM 52.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup's AX Position: Q3 2026 in Review

Citigroup reduced its Axos Financial (AX) stake by 33% in Q3 2026, selling an estimated $2.14M and leaving 45,522 shares worth $3.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Citigroup first reported a position in AX in Q2 2013 and has held it in 54 quarters since. The position peaked at $10.5M in Q4 2024. 178 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • Citigroup held 45,522 shares of Axos Financial worth $3.94M as of Q3 2026.
  • Citigroup sold 22,148 Axos Financial shares in Q3 2026, an estimated $2.14M.
  • Axos Financial made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2291 holding.
  • Citigroup first reported a position in Axos Financial in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's Axos Financial position peaked at $10.5M in Q4 2024.
  • 178 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.