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Dark Forest Capital Management’s Axos Financial AX Stock Holding History

Dark Forest Capital Management’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
2025
Q4 		– Sell
-14,554
Closed -$1.23M – 974
2025
Q3 		$1.23M Buy
+14,554
New +$1.27M 0.05% 657
2024
Q4 		– Sell
-7,609
Closed -$478K – 937
2024
Q3 		$478K Buy
+7,609
New +$500K 0.06% 399
2023
Q4 		– Sell
-58,821
Closed -$2.23M – 511
2023
Q3 		$2.23M Buy
58,821
+45,376
+337% +$1.92M 0.17% 102
2023
Q2 		$530K Buy
+13,445
New +$521K 0.05% 603

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dark Forest Capital Management's AX Position: Q4 2025 in Review

Dark Forest Capital Management sold out of Axos Financial (AX) in Q4 2025, closing a stake of 14,554 shares — an estimated $1.23M sold.

Dark Forest Capital Management first reported a position in AX in Q2 2023 and held it in 4 quarters. The position peaked at $2.23M in Q3 2023. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • Dark Forest Capital Management reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
  • Dark Forest Capital Management sold 14,554 Axos Financial shares in Q4 2025, an estimated $1.23M.
  • Dark Forest Capital Management first reported a position in Axos Financial in Q2 2023 and held it in 4 quarters.
  • Dark Forest Capital Management's Axos Financial position peaked at $2.23M in Q3 2023.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Dark Forest Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.