Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Axos Financial AX Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 Q2	–	Sell	-51,756	Closed	-$4.4M	–	1470
2026 Q1	$4.4M	Sell	51,756 -4,608	-8%	-$420K	0.01%	786
2025 Q4	$4.86M	Buy	+56,364	New	+$4.64M	0.01%	679
2025 Q1	–	Sell	-21,000	Closed	-$1.47M	–	1120
2024 Q4	$1.47M	Buy	+21,000	New	+$1.53M	﹤0.01%	748
2022 Q4	–	Sell	-28,300	Closed	-$969K	–	1409
2022 Q3	$969K	Sell	28,300 -53,100	-65%	-$2.15M	﹤0.01%	920
2022 Q2	$2.92M	Buy	+81,400	New	+$3.13M	0.01%	635
2021 Q1	–	Sell	-26,600	Closed	-$998K	–	1543
2020 Q4	$998K	Buy	+26,600	New	+$841K	﹤0.01%	981

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's AX Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Axos Financial (AX) in Q2 2026, closing a stake of 51,756 shares — an estimated $4.4M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in AX in Q4 2020 and held it in 6 quarters. The position peaked at $4.86M in Q4 2025. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 51,756 Axos Financial shares in Q2 2026, an estimated $4.4M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Axos Financial in Q4 2020 and held it in 6 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Axos Financial position peaked at $4.86M in Q4 2025.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.