DZ Bank’s Axos Financial AX Stock Holding History

DZ Bank’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 Q1	–	Sell	-2,996	Closed	-$258K	–	1008
2025 Q4	$258K	Hold	2,996	–	–	﹤0.01%	853
2025 Q3	$254K	Buy	2,996 +1,735	+138%	+$151K	﹤0.01%	843
2025 Q2	$95.9K	Buy	+1,261	New	+$85.2K	﹤0.01%	876

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DZ Bank's AX Position: Q1 2026 in Review

DZ Bank sold out of Axos Financial (AX) in Q1 2026, closing a stake of 2,996 shares — an estimated $258K sold.

DZ Bank first reported a position in AX in Q2 2025 and held it in 3 quarters. The position peaked at $258K in Q4 2025. 386 funds tracked by Wall St. Rank hold AX as of Q1 2026.

DZ Bank reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
DZ Bank sold 2,996 Axos Financial shares in Q1 2026, an estimated $258K.
DZ Bank first reported a position in Axos Financial in Q2 2025 and held it in 3 quarters.
DZ Bank's Axos Financial position peaked at $258K in Q4 2025.
386 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.