Fred Alger Management’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
Q1 | $3.05M | Sell |
35,888
-18,753
| -34% | -$1.71M | 0.01% | 278 |
|
|
2025
Q4 | $4.71M | Sell |
54,641
-16,800
| -24% | -$1.38M | 0.02% | 240 |
|
|
2025
Q3 | $6.05M | Sell |
71,441
-25,175
| -26% | -$2.19M | 0.02% | 219 |
|
|
2025
Q2 | $7.06M | Buy |
96,616
+89,546
| +1,267% | +$6.05M | 0.03% | 196 |
|
|
2025
Q1 | $456K | Hold |
7,070
| – | – | ﹤0.01% | 368 |
|
|
2024
Q4 | $494K | Buy |
+7,070
| New | +$516K | ﹤0.01% | 391 |
|
|
2023
Q4 | – | Sell |
-135,186
| Closed | -$5.12M | – | 451 |
|
|
2023
Q3 | $5.12M | Sell |
135,186
-2,732
| -2% | -$116K | 0.03% | 233 |
|
|
2023
Q2 | $5.44M | Sell |
137,918
-6,777
| -5% | -$263K | 0.03% | 244 |
|
|
2023
Q1 | $5.34M | Sell |
144,695
-950,760
| -87% | -$41M | 0.03% | 249 |
|
|
2022
Q4 | $41.9M | Sell |
1,095,455
-78,717
| -7% | -$3M | 0.23% | 128 |
|
|
2022
Q3 | $40.2M | Buy |
1,174,172
+113,975
| +11% | +$4.61M | 0.2% | 126 |
|
|
2022
Q2 | $38M | Buy |
1,060,197
+139,776
| +15% | +$5.37M | 0.18% | 134 |
|
|
2022
Q1 | $42.7M | Sell |
920,421
-167,032
| -15% | -$8.82M | 0.14% | 150 |
|
|
2021
Q4 | $60.8M | Buy |
1,087,453
+1,068
| +0.1% | +$59.7K | 0.15% | 148 |
|
|
2021
Q3 | $56M | Buy |
1,086,385
+3,869
| +0.4% | +$184K | 0.13% | 149 |
|
|
2021
Q2 | $50.2M | Buy |
1,082,516
+136,173
| +14% | +$6.36M | 0.12% | 167 |
|
|
2021
Q1 | $44.5M | Buy |
946,343
+487,327
| +106% | +$22M | 0.12% | 168 |
|
|
2020
Q4 | $17.2M | Sell |
459,016
-79,893
| -15% | -$2.53M | 0.04% | 203 |
|
|
2020
Q3 | $12.6M | Buy |
538,909
+245,710
| +84% | +$5.62M | 0.04% | 190 |
|
|
2020
Q2 | $6.47M | Sell |
293,199
-13,138
| -4% | -$267K | 0.02% | 209 |
|
|
2020
Q1 | $5.55M | Buy |
306,337
+104,955
| +52% | +$2.64M | 0.02% | 205 |
|
|
2019
Q4 | $6.1M | Buy |
201,382
+5,992
| +3% | +$175K | 0.02% | 219 |
|
|
2019
Q3 | $5.4M | Sell |
195,390
-39,784
| -17% | -$1.07M | 0.02% | 215 |
|
|
2019
Q2 | $6.41M | Sell |
235,174
-355,487
| -60% | -$10.5M | 0.02% | 206 |
|
|
2019
Q1 | $17.1M | Sell |
590,661
-73,665
| -11% | -$2.21M | 0.07% | 171 |
|
|
2018
Q4 | $16.7M | Buy |
664,326
+142,544
| +27% | +$4.3M | 0.08% | 158 |
|
|
2018
Q3 | $17.9M | Sell |
521,782
-129,548
| -20% | -$4.98M | 0.07% | 163 |
|
|
2018
Q2 | $26.6M | Sell |
651,330
-250,467
| -28% | -$10.4M | 0.11% | 137 |
|
|
2018
Q1 | $36.5M | Sell |
901,797
-238,508
| -21% | -$8.69M | 0.17% | 108 |
|
|
2017
Q4 | $34.1M | Sell |
1,140,305
-34,110
| -3% | -$928K | 0.15% | 116 |
|
|
2017
Q3 | $33.4M | Buy |
1,174,415
+44,210
| +4% | +$1.16M | 0.16% | 112 |
|
|
2017
Q2 | $26.8M | Sell |
1,130,205
-93,737
| -8% | -$2.22M | 0.13% | 123 |
|
|
2017
Q1 | $32M | Buy |
+1,223,942
| New | +$35.4M | 0.16% | 104 |
|
Other funds holding AX
VPM
VCM
DAM
Fred Alger Management's AX Position: Q1 2026 in Review
Fred Alger Management reduced its Axos Financial (AX) stake by 34% in Q1 2026, selling an estimated $1.71M and leaving 35,888 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #278.
Fred Alger Management first reported a position in AX in Q1 2017 and has held it in 33 quarters since. The position peaked at $60.8M in Q4 2021. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.
- Fred Alger Management held 35,888 shares of Axos Financial worth $3.05M as of Q1 2026.
- Fred Alger Management sold 18,753 Axos Financial shares in Q1 2026, an estimated $1.71M.
- Axos Financial made up 0.01% of Fred Alger Management's portfolio in Q1 2026, its #278 holding.
- Fred Alger Management first reported a position in Axos Financial in Q1 2017 and has held it in 33 quarters since.
- Fred Alger Management's Axos Financial position peaked at $60.8M in Q4 2021.
- 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.
Based on Fred Alger Management's 13F filing for Q1 2026, filed 15 May 2026.