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
2019
Q2 		– Sell
-35,000
Closed -$1.01M – 5117
2019
Q1 		$1.01M Buy
+35,000
New +$1.05M ﹤0.01% 4048
2018
Q4 		– Sell
-4,500
Closed -$155K – 5229
2018
Q3 		$155K Hold
4,500
– – ﹤0.01% 4989
2018
Q2 		$184K Sell
4,500
-105,100
-96% -$4.37M ﹤0.01% 5010
2018
Q1 		$4.44M Sell
109,600
-27,600
-20% -$1.01M ﹤0.01% 2995
2017
Q4 		$4.1M Buy
137,200
+54,700
+66% +$1.49M ﹤0.01% 3194
2017
Q3 		$2.35M Buy
82,500
+75,400
+1,062% +$1.97M ﹤0.01% 3835
2017
Q2 		$168K Sell
7,100
-182,700
-96% -$4.32M ﹤0.01% 5893
2017
Q1 		$4.96M Sell
189,800
-170,300
-47% -$4.92M ﹤0.01% 2937
2016
Q4 		$10.3M Buy
360,100
+181,400
+102% +$4.32M ﹤0.01% 2447
2016
Q3 		$4M Buy
178,700
+111,000
+164% +$2.15M ﹤0.01% 3237
2016
Q2 		$1.2M Buy
67,700
+58,300
+620% +$1.09M ﹤0.01% 4046
2016
Q1 		$201K Sell
9,400
-59,300
-86% -$1.07M ﹤0.01% 5620
2015
Q4 		$1.45M Sell
68,700
-1,700
-2% -$40K ﹤0.01% 3939
2015
Q3 		$2.27M Sell
70,400
-2,800
-4% -$83.7K ﹤0.01% 3663
2015
Q2 		$1.93M Buy
73,200
+3,200
+5% +$76.1K ﹤0.01% 3858
2015
Q1 		$1.63M Sell
70,000
-23,200
-25% -$510K ﹤0.01% 3987
2014
Q4 		$1.81M Buy
93,200
+40,000
+75% +$750K ﹤0.01% 3942
2014
Q3 		$967K Buy
53,200
+44,800
+533% +$845K ﹤0.01% 4647
2014
Q2 		$154K Buy
+8,400
New +$165K ﹤0.01% 6372

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

Goldman Sachs's AX Position: Q2 2026 in Review

Goldman Sachs increased its Axos Financial (AX) stake by 28% in Q2 2026, buying an estimated $8.98M and bringing the position to 453,375 shares worth $44.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Goldman Sachs first reported a position in AX in Q3 2013 and has held it in 52 quarters since. The position peaked at $47.3M in Q4 2024. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Goldman Sachs held 453,375 shares of Axos Financial worth $44.2M as of Q2 2026.
  • Goldman Sachs bought 99,686 Axos Financial shares in Q2 2026, an estimated $8.98M.
  • Axos Financial made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #1921 holding.
  • Goldman Sachs first reported a position in Axos Financial in Q3 2013 and has held it in 52 quarters since.
  • Goldman Sachs's Axos Financial position peaked at $47.3M in Q4 2024.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.