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DRW Securities’s Axos Financial AX Stock Holding History

DRW Securities’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
2026
Q2 		$512K Buy
+5,254
New +$473K 0.01% 427
2026
Q1 		– Sell
-6,682
Closed -$576K – 1283
2025
Q4 		$576K Buy
+6,682
New +$550K 0.02% 417
2025
Q3 		– Sell
-6,398
Closed -$487K – 1292
2025
Q2 		$487K Buy
+6,398
New +$432K 0.01% 500

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

DRW Securities's AX Position: Q2 2026 in Review

DRW Securities opened a new position in Axos Financial (AX) in Q2 2026: 5,254 shares worth $512K. The stake represents 0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: DRW Securities previously reported a position in AX as recently as Q4 2025.

DRW Securities first reported a position in AX in Q2 2025 and has held it in 3 quarters since. The position peaked at $576K in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • DRW Securities held 5,254 shares of Axos Financial worth $512K as of Q2 2026.
  • Axos Financial was a new DRW Securities position in Q2 2026.
  • Axos Financial made up 0.01% of DRW Securities's portfolio in Q2 2026, its #427 holding.
  • DRW Securities first reported a position in Axos Financial in Q2 2025 and has held it in 3 quarters since.
  • DRW Securities's Axos Financial position peaked at $576K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on DRW Securities's 13F filing for Q2 2026, filed 14 Aug 2026.