Dmitry Balyasny’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-3,195
| Closed | -$272K | – | 3004 |
|
|
2026
Q1 | $272K | Sell |
3,195
-3,879
| -55% | -$354K | ﹤0.01% | 2600 |
|
|
2025
Q4 | $609K | Sell |
7,074
-51
| -0.7% | -$4.2K | ﹤0.01% | 2433 |
|
|
2025
Q3 | $603K | Sell |
7,125
-23,103
| -76% | -$2.01M | ﹤0.01% | 2313 |
|
|
2025
Q2 | $2.3M | Buy |
+30,228
| New | +$2.04M | ﹤0.01% | 1664 |
|
|
2025
Q1 | – | Sell |
-31,051
| Closed | -$2.17M | – | 2783 |
|
|
2024
Q4 | $2.17M | Buy |
31,051
+16,430
| +112% | +$1.2M | ﹤0.01% | 1638 |
|
|
2024
Q3 | $919K | Buy |
+14,621
| New | +$961K | ﹤0.01% | 2007 |
|
|
2024
Q1 | – | Sell |
-27,068
| Closed | -$1.48M | – | 2613 |
|
|
2023
Q4 | $1.48M | Sell |
27,068
-15,360
| -36% | -$641K | ﹤0.01% | 1542 |
|
|
2023
Q3 | $1.61M | Buy |
42,428
+25,001
| +143% | +$1.06M | ﹤0.01% | 1438 |
|
|
2023
Q2 | $687K | Buy |
17,427
+8,981
| +106% | +$348K | ﹤0.01% | 1759 |
|
|
2023
Q1 | $312K | Buy |
+8,446
| New | +$364K | ﹤0.01% | 2089 |
|
|
2022
Q4 | – | Sell |
-12,519
| Closed | -$429K | – | 2773 |
|
|
2022
Q3 | $429K | Buy |
+12,519
| New | +$507K | ﹤0.01% | 2080 |
|
|
2022
Q2 | – | Sell |
-14,232
| Closed | -$660K | – | 2737 |
|
|
2022
Q1 | $660K | Buy |
14,232
+6,587
| +86% | +$348K | ﹤0.01% | 1743 |
|
|
2021
Q4 | $427K | Sell |
7,645
-3,791
| -33% | -$212K | ﹤0.01% | 1655 |
|
|
2021
Q3 | $589K | Sell |
11,436
-9,674
| -46% | -$459K | ﹤0.01% | 1451 |
|
|
2021
Q2 | $979K | Buy |
+21,110
| New | +$986K | ﹤0.01% | 1290 |
|
|
2020
Q3 | – | Sell |
-19,954
| Closed | -$441K | – | 1280 |
|
|
2020
Q2 | $441K | Sell |
19,954
-53,959
| -73% | -$1.1M | ﹤0.01% | 938 |
|
|
2020
Q1 | $1.34M | Buy |
+73,913
| New | +$1.86M | 0.02% | 693 |
|
|
2019
Q4 | – | Sell |
-8,389
| Closed | -$232K | – | 1155 |
|
|
2019
Q3 | $232K | Buy |
+8,389
| New | +$226K | ﹤0.01% | 1063 |
|
|
2019
Q2 | – | Sell |
-16,453
| Closed | -$476K | – | 1462 |
|
|
2019
Q1 | $476K | Sell |
16,453
-5,920
| -26% | -$177K | ﹤0.01% | 1215 |
|
|
2018
Q4 | $563K | Buy |
22,373
+14,461
| +183% | +$436K | ﹤0.01% | 1062 |
|
|
2018
Q3 | $272K | Buy |
+7,912
| New | +$304K | ﹤0.01% | 1524 |
|
|
2017
Q2 | – | Sell |
-14,500
| Closed | -$379K | – | 1465 |
|
|
2017
Q1 | $379K | Buy |
+14,500
| New | +$419K | ﹤0.01% | 1351 |
|
Other funds holding AX
DAM
Dmitry Balyasny's AX Position: Q2 2026 in Review
Dmitry Balyasny sold out of Axos Financial (AX) in Q2 2026, closing a stake of 3,195 shares — an estimated $272K sold.
Dmitry Balyasny first reported a position in AX in Q1 2017 and held it in 22 quarters. The position peaked at $2.3M in Q2 2025. 382 funds tracked by Wall St. Rank hold AX as of Q2 2026.
- Dmitry Balyasny reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
- Dmitry Balyasny sold 3,195 Axos Financial shares in Q2 2026, an estimated $272K.
- Dmitry Balyasny first reported a position in Axos Financial in Q1 2017 and held it in 22 quarters.
- Dmitry Balyasny's Axos Financial position peaked at $2.3M in Q2 2025.
- 382 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.