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HRT Financial’s Axos Financial AX Stock Holding History

HRT Financial’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
-22,084
Closed -$1.9M – 3771
2025
Q4 		$1.9M Buy
22,084
+6,814
+45% +$561K 0.01% 1338
2025
Q3 		$1.29M Sell
15,270
-39,089
-72% -$3.41M ﹤0.01% 1386
2025
Q2 		$4.13M Buy
54,359
+12,408
+30% +$839K 0.02% 614
2025
Q1 		$2.71M Sell
41,951
-6,467
-13% -$439K 0.02% 681
2024
Q4 		$3.38M Buy
+48,418
New +$3.53M 0.02% 541
2024
Q3 		– Sell
-57,353
Closed -$3.28M – 2402
2024
Q2 		$3.28M Buy
+57,353
New +$3.12M 0.02% 538
2024
Q1 		– Sell
-14,271
Closed -$779K – 2308
2023
Q4 		$779K Sell
14,271
-62,729
-81% -$2.62M 0.01% 1109
2023
Q3 		$2.92M Buy
77,000
+44,371
+136% +$1.88M 0.03% 468
2023
Q2 		$1.29M Buy
+32,629
New +$1.26M 0.01% 795
2022
Q4 		– Sell
-13,118
Closed -$449K – 2456
2022
Q3 		$449K Buy
+13,118
New +$531K ﹤0.01% 1709
2021
Q4 		– Sell
-6,376
Closed -$328K – 3173
2021
Q3 		$328K Sell
6,376
-10,526
-62% -$499K ﹤0.01% 2342
2021
Q2 		$784K Buy
16,902
+10,727
+174% +$501K 0.01% 1300
2021
Q1 		$290K Buy
+6,175
New +$278K ﹤0.01% 2119
2020
Q4 		– Sell
-20,525
Closed -$478K – 1841
2020
Q3 		$478K Sell
20,525
-1,390
-6% -$31.8K 0.01% 896
2020
Q2 		$483K Buy
+21,915
New +$446K 0.01% 788
2019
Q4 		– Sell
-8,419
Closed -$232K – 1145
2019
Q3 		$232K Buy
+8,419
New +$227K 0.01% 1076

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

HRT Financial's AX Position: Q1 2026 in Review

HRT Financial sold out of Axos Financial (AX) in Q1 2026, closing a stake of 22,084 shares — an estimated $1.9M sold.

HRT Financial first reported a position in AX in Q3 2019 and held it in 16 quarters. The position peaked at $4.13M in Q2 2025. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • HRT Financial reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 22,084 Axos Financial shares in Q1 2026, an estimated $1.9M.
  • HRT Financial first reported a position in Axos Financial in Q3 2019 and held it in 16 quarters.
  • HRT Financial's Axos Financial position peaked at $4.13M in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.