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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
2023
Q3 		– Sell
-17,100
Closed -$674K – 4250
2023
Q2 		$674K Hold
17,100
– – ﹤0.01% 3288
2023
Q1 		$631K Buy
+17,100
New +$738K ﹤0.01% 3434
2019
Q2 		– Sell
-9,600
Closed -$278K – 3659
2019
Q1 		$278K Hold
9,600
– – ﹤0.01% 3254
2018
Q4 		$242K Buy
+9,600
New +$290K ﹤0.01% 3460
2016
Q1 		– Sell
-173,200
Closed -$3.65M – 3407
2015
Q4 		$3.65M Sell
173,200
-33,200
-16% -$782K 0.01% 1665
2015
Q3 		$6.65M Buy
206,400
+141,600
+219% +$4.23M 0.01% 1204
2015
Q2 		$1.71M Buy
64,800
+31,600
+95% +$751K ﹤0.01% 2310
2015
Q1 		$772K Buy
+33,200
New +$729K ﹤0.01% 2751
2014
Q4 		– Sell
-124,400
Closed -$2.26M – 3998
2014
Q3 		$2.26M Sell
124,400
-281,200
-69% -$5.31M ﹤0.01% 2144
2014
Q2 		$7.45M Sell
405,600
-364,800
-47% -$7.18M 0.01% 1316
2014
Q1 		$16.5M Buy
770,400
+28,400
+4% +$610K 0.02% 754
2013
Q4 		$14.5M Sell
742,000
-76,000
-9% -$1.37M 0.02% 874
2013
Q3 		$13.3M Buy
818,000
+597,600
+271% +$8.9M 0.02% 820
2013
Q2 		$2.52M Buy
+220,400
New +$2.29M ﹤0.01% 1906

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.