HI
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Horizon Investments’s Axos Financial AX Stock Holding History

Horizon Investments’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
Q1 		– Sell
-1,030
Closed -$88.7K – 1411
2025
Q4 		$88.7K Sell
1,030
-22,566
-96% -$1.86M ﹤0.01% 1073
2025
Q3 		$2M Sell
23,596
-2,239
-9% -$195K 0.03% 465
2025
Q2 		$1.96M Buy
+25,835
New +$1.75M 0.03% 395

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

Horizon Investments's AX Position: Q1 2026 in Review

Horizon Investments sold out of Axos Financial (AX) in Q1 2026, closing a stake of 1,030 shares — an estimated $88.7K sold.

Horizon Investments first reported a position in AX in Q2 2025 and held it in 3 quarters. The position peaked at $2M in Q3 2025. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Horizon Investments reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • Horizon Investments sold 1,030 Axos Financial shares in Q1 2026, an estimated $88.7K.
  • Horizon Investments first reported a position in Axos Financial in Q2 2025 and held it in 3 quarters.
  • Horizon Investments's Axos Financial position peaked at $2M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.