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
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 $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

HSBC Holdings's AX Position: Q1 2026 in Review

HSBC Holdings reduced its Axos Financial (AX) stake by 51% in Q1 2026, selling an estimated $292K and leaving 3,060 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

HSBC Holdings first reported a position in AX in Q4 2016 and has held it in 17 quarters since. The position peaked at $8.27M in Q4 2024. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • HSBC Holdings held 3,060 shares of Axos Financial worth $260K as of Q1 2026.
  • HSBC Holdings sold 3,206 Axos Financial shares in Q1 2026, an estimated $292K.
  • Axos Financial made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2510 holding.
  • HSBC Holdings first reported a position in Axos Financial in Q4 2016 and has held it in 17 quarters since.
  • HSBC Holdings's Axos Financial position peaked at $8.27M in Q4 2024.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.