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 $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.