Fidelity International’s Axos Financial AX Stock Holding History

Fidelity International’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	$7.23M	Buy	+85,000	New	+$7.75M	0.01%	641
2023 Q3	–	Sell	-118,114	Closed	-$4.66M	–	793
2023 Q2	$4.66M	Sell	118,114 -19,018	-14%	-$737K	0.01%	569
2023 Q1	$5.06M	Sell	137,132 -5,228	-4%	-$226K	0.01%	562
2022 Q4	$5.44M	Sell	142,360 -14,785	-9%	-$564K	0.01%	573
2022 Q3	$5.38M	Sell	157,145 -11,442	-7%	-$463K	0.01%	570
2022 Q2	$6.04M	Sell	168,587 -8,467	-5%	-$325K	0.01%	562
2022 Q1	$8.21M	Sell	177,054 -22,947	-11%	-$1.21M	0.01%	556
2021 Q4	$11.2M	Hold	200,001	–	–	0.01%	527
2021 Q3	$10.3M	Sell	200,001 -9,539	-5%	-$453K	0.01%	529
2021 Q2	$9.72M	Buy	209,540 +2,757	+1%	+$129K	0.01%	563
2021 Q1	$9.72M	Buy	+206,783	New	+$9.31M	0.01%	528

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International's AX Position: Q1 2026 in Review

Fidelity International opened a new position in Axos Financial (AX) in Q1 2026: 85,000 shares worth $7.23M. The stake represents 0.01% of the portfolio and ranks #641 among its holdings. This is a return to the name: Fidelity International previously reported a position in AX as recently as Q2 2023.

Fidelity International first reported a position in AX in Q1 2021 and has held it in 11 quarters since. The position peaked at $11.2M in Q4 2021. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

Fidelity International held 85,000 shares of Axos Financial worth $7.23M as of Q1 2026.
Axos Financial was a new Fidelity International position in Q1 2026.
Axos Financial made up 0.01% of Fidelity International's portfolio in Q1 2026, its #641 holding.
Fidelity International first reported a position in Axos Financial in Q1 2021 and has held it in 11 quarters since.
Fidelity International's Axos Financial position peaked at $11.2M in Q4 2021.
384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Fidelity International's 13F filing for Q1 2026, filed 15 May 2026.