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
-100
Closed -$4K – 6249
2020
Q4 		$4K Hold
100
– – ﹤0.01% 7140
2020
Q3 		$2K Sell
100
-900
-90% -$20.6K ﹤0.01% 7277
2020
Q2 		$22K Sell
1,000
-1,600
-62% -$32.5K ﹤0.01% 6533
2020
Q1 		$47K Sell
2,600
-200
-7% -$5.03K ﹤0.01% 6011
2019
Q4 		$85K Sell
2,800
-2,600
-48% -$76K ﹤0.01% 5900
2019
Q3 		$149K Sell
5,400
-7,100
-57% -$191K ﹤0.01% 5382
2019
Q2 		$341K Buy
12,500
+9,200
+279% +$271K ﹤0.01% 4803
2019
Q1 		$96K Sell
3,300
-12,800
-80% -$384K ﹤0.01% 5776
2018
Q4 		$405K Buy
16,100
+8,300
+106% +$250K ﹤0.01% 4354
2018
Q3 		$268K Sell
7,800
-1,600
-17% -$61.5K ﹤0.01% 4939
2018
Q2 		$385K Sell
9,400
-1,100
-10% -$45.7K ﹤0.01% 4379
2018
Q1 		$426K Sell
10,500
-2,900
-22% -$106K ﹤0.01% 4156
2017
Q4 		$401K Buy
13,400
+6,900
+106% +$188K ﹤0.01% 4332
2017
Q3 		$185K Buy
6,500
+1,400
+27% +$36.6K ﹤0.01% 5051
2017
Q2 		$121K Sell
5,100
-600
-11% -$14.2K ﹤0.01% 5191
2017
Q1 		$149K Buy
5,700
+2,400
+73% +$69.3K ﹤0.01% 4897
2016
Q4 		$94K Buy
+3,300
New +$78.6K ﹤0.01% 5813
2014
Q4 		– Sell
-60,000
Closed -$1.09M – 7104
2014
Q3 		$1.09M Sell
60,000
-80,000
-57% -$1.51M ﹤0.01% 2962
2014
Q2 		$2.57M Buy
+140,000
New +$2.76M ﹤0.01% 2310

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

Citigroup's AX Position: Q1 2026 in Review

Citigroup reduced its Axos Financial (AX) stake by 14% in Q1 2026, selling an estimated $804K and leaving 55,702 shares worth $4.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Citigroup first reported a position in AX in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.5M in Q4 2024. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Citigroup held 55,702 shares of Axos Financial worth $4.74M as of Q1 2026.
  • Citigroup sold 8,824 Axos Financial shares in Q1 2026, an estimated $804K.
  • Axos Financial made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2021 holding.
  • Citigroup first reported a position in Axos Financial in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Axos Financial position peaked at $10.5M in Q4 2024.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.