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David Shaw’s Axos Financial AX Stock Holding History

David Shaw’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
2024
Q4 		– Sell
-46,300
Closed -$2.91M – 4407
2024
Q3 		$2.91M Sell
46,300
-3,900
-8% -$256K ﹤0.01% 2406
2024
Q2 		$2.87M Hold
50,200
– – ﹤0.01% 2300
2024
Q1 		$2.71M Sell
50,200
-26,600
-35% -$1.4M ﹤0.01% 2391
2023
Q4 		$4.19M Hold
76,800
– – ﹤0.01% 2055
2023
Q3 		$2.91M Buy
76,800
+30,200
+65% +$1.28M ﹤0.01% 2278
2023
Q2 		$1.84M Buy
+46,600
New +$1.81M ﹤0.01% 2682
2018
Q3 		– Sell
-46,900
Closed -$1.92M – 3715
2018
Q2 		$1.92M Buy
+46,900
New +$1.95M ﹤0.01% 2255
2016
Q1 		– Sell
-229,200
Closed -$4.83M – 3406
2015
Q4 		$4.83M Sell
229,200
-6,800
-3% -$160K 0.01% 1426
2015
Q3 		$7.6M Buy
236,000
+107,600
+84% +$3.21M 0.01% 1129
2015
Q2 		$3.39M Buy
+128,400
New +$3.05M 0.01% 1779
2014
Q4 		– Sell
-400,000
Closed -$7.27M – 3997
2014
Q3 		$7.27M Sell
400,000
-129,600
-24% -$2.45M 0.01% 1306
2014
Q2 		$9.73M Sell
529,600
-80,000
-13% -$1.57M 0.01% 1123
2014
Q1 		$13.1M Buy
609,600
+277,200
+83% +$5.96M 0.02% 883
2013
Q4 		$6.52M Sell
332,400
-59,600
-15% -$1.07M 0.01% 1463
2013
Q3 		$6.36M Buy
392,000
+266,800
+213% +$3.97M 0.01% 1378
2013
Q2 		$1.43M Buy
+125,200
New +$1.3M ﹤0.01% 2421

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

David Shaw's AX Position: Q2 2026 in Review

David Shaw sold out of Axos Financial (AX) in Q2 2026, closing a stake of 12,824 shares — an estimated $1.09M sold.

David Shaw first reported a position in AX in Q3 2013 and held it in 38 quarters. The position peaked at $19.4M in Q2 2024. 382 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • David Shaw reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • David Shaw sold 12,824 Axos Financial shares in Q2 2026, an estimated $1.09M.
  • David Shaw first reported a position in Axos Financial in Q3 2013 and held it in 38 quarters.
  • David Shaw's Axos Financial position peaked at $19.4M in Q2 2024.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.