HSBC Holdings
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HSBC Holdings’s Axos Financial AX Stock Holding History

HSBC Holdings’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 		$970K Buy
10,018
+6,958
+227% +$627K ﹤0.01% 1962
2026
Q1 		$260K Sell
3,060
-3,206
-51% -$292K ﹤0.01% 2510
2025
Q4 		$538K Sell
6,266
-86
-1% -$7.08K ﹤0.01% 2278
2025
Q3 		$533K Sell
6,352
-5,334
-46% -$465K ﹤0.01% 2073
2025
Q2 		$897K Buy
11,686
+3,702
+46% +$250K ﹤0.01% 1856
2025
Q1 		$513K Sell
7,984
-109,956
-93% -$7.46M ﹤0.01% 2067
2024
Q4 		$8.27M Buy
117,940
+111,080
+1,619% +$8.11M ﹤0.01% 988
2024
Q3 		$434K Sell
6,860
-871
-11% -$57.2K ﹤0.01% 2092
2024
Q2 		$438K Buy
7,731
+1,661
+27% +$90.3K ﹤0.01% 2049
2024
Q1 		$328K Sell
6,070
-26,738
-81% -$1.41M ﹤0.01% 2389
2023
Q4 		$1.81M Buy
+32,808
New +$1.37M ﹤0.01% 1530
2023
Q1 		– Sell
-11,519
Closed -$445K – 2682
2022
Q4 		$445K Buy
+11,519
New +$439K ﹤0.01% 2337
2022
Q2 		– Sell
-35,208
Closed -$1.63M – 3232
2022
Q1 		$1.63M Buy
35,208
+25,626
+267% +$1.35M ﹤0.01% 1701
2021
Q4 		$533K Buy
9,582
+2,875
+43% +$161K ﹤0.01% 2425
2021
Q3 		$349K Sell
6,707
-614
-8% -$29.1K ﹤0.01% 2460
2021
Q2 		$341K Buy
+7,321
New +$342K ﹤0.01% 2431
2021
Q1 		– Sell
-7,793
Closed -$294K – 2730
2020
Q4 		$294K Buy
+7,793
New +$246K ﹤0.01% 2576
2017
Q1 		– Sell
-10,332
Closed -$295K – 2148
2016
Q4 		$295K Buy
+10,332
New +$246K ﹤0.01% 2246

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 $3.38T AUM 44.17% 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

HSBC Holdings's AX Position: Q2 2026 in Review

HSBC Holdings increased its Axos Financial (AX) stake by 227% in Q2 2026, buying an estimated $627K and bringing the position to 10,018 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

HSBC Holdings first reported a position in AX in Q4 2016 and has held it in 18 quarters since. The position peaked at $8.27M in Q4 2024. 386 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • HSBC Holdings held 10,018 shares of Axos Financial worth $970K as of Q2 2026.
  • HSBC Holdings bought 6,958 Axos Financial shares in Q2 2026, an estimated $627K.
  • Axos Financial made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #1962 holding.
  • HSBC Holdings first reported a position in Axos Financial in Q4 2016 and has held it in 18 quarters since.
  • HSBC Holdings's Axos Financial position peaked at $8.27M in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.