Goldman Sachs
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Goldman Sachs’s Axos Financial AX Stock Holding History

Goldman Sachs’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
2018
Q4 		– Sell
-1,000
Closed -$34K – 5228
2018
Q3 		$34K Hold
1,000
– – ﹤0.01% 5352
2018
Q2 		$41K Sell
1,000
-1,500
-60% -$62.4K ﹤0.01% 5401
2018
Q1 		$101K Sell
2,500
-32,400
-93% -$1.18M ﹤0.01% 5285
2017
Q4 		$1.04M Sell
34,900
-35,600
-50% -$968K ﹤0.01% 4298
2017
Q3 		$2.01M Buy
70,500
+7,200
+11% +$188K ﹤0.01% 3992
2017
Q2 		$1.5M Buy
63,300
+22,300
+54% +$528K ﹤0.01% 4081
2017
Q1 		$1.07M Sell
41,000
-9,900
-19% -$286K ﹤0.01% 4312
2016
Q4 		$1.45M Buy
50,900
+29,800
+141% +$710K ﹤0.01% 4135
2016
Q3 		$473K Buy
21,100
+4,900
+30% +$95.1K ﹤0.01% 5092
2016
Q2 		$287K Sell
16,200
-2,200
-12% -$41.3K ﹤0.01% 5371
2016
Q1 		$393K Sell
18,400
-49,300
-73% -$893K ﹤0.01% 4994
2015
Q4 		$1.43M Sell
67,700
-4,700
-6% -$111K ﹤0.01% 3951
2015
Q3 		$2.33M Buy
72,400
+59,600
+466% +$1.78M ﹤0.01% 3630
2015
Q2 		$338K Sell
12,800
-400
-3% -$9.51K ﹤0.01% 5623
2015
Q1 		$307K Buy
13,200
+800
+6% +$17.6K ﹤0.01% 5614
2014
Q4 		$241K Sell
12,400
-23,200
-65% -$435K ﹤0.01% 6000
2014
Q3 		$647K Buy
35,600
+28,800
+424% +$544K ﹤0.01% 5040
2014
Q2 		$125K Buy
+6,800
New +$134K ﹤0.01% 6467

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs's AX Position: Q1 2026 in Review

Goldman Sachs reduced its Axos Financial (AX) stake by 4.7% in Q1 2026, selling an estimated $1.59M and leaving 353,689 shares worth $30.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Goldman Sachs first reported a position in AX in Q3 2013 and has held it in 51 quarters since. The position peaked at $47.3M in Q4 2024. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Goldman Sachs held 353,689 shares of Axos Financial worth $30.1M as of Q1 2026.
  • Goldman Sachs sold 17,397 Axos Financial shares in Q1 2026, an estimated $1.59M.
  • Axos Financial made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #2054 holding.
  • Goldman Sachs first reported a position in Axos Financial in Q3 2013 and has held it in 51 quarters since.
  • Goldman Sachs's Axos Financial position peaked at $47.3M in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.