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John Overdeck’s Axos Financial AX Stock Holding History

John Overdeck’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
2018
Q3 		– Sell
-20,100
Closed -$822K – 3160
2018
Q2 		$822K Buy
+20,100
New +$836K ﹤0.01% 2291
2018
Q1 		– Sell
-9,000
Closed -$269K – 3126
2017
Q4 		$269K Sell
9,000
-11,100
-55% -$302K ﹤0.01% 2781
2017
Q3 		$572K Sell
20,100
-17,600
-47% -$460K ﹤0.01% 2062
2017
Q2 		$894K Buy
+37,700
New +$892K ﹤0.01% 1966
2016
Q4 		– Sell
-24,600
Closed -$551K – 3071
2016
Q3 		$551K Buy
+24,600
New +$478K ﹤0.01% 2374
2016
Q1 		– Sell
-19,000
Closed -$400K – 2779
2015
Q4 		$400K Buy
+19,000
New +$447K ﹤0.01% 2093

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 $3.37T AUM 44.26% 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

John Overdeck's AX Position: Q2 2026 in Review

John Overdeck sold out of Axos Financial (AX) in Q2 2026, closing a stake of 31,577 shares — an estimated $2.69M sold.

John Overdeck first reported a position in AX in Q2 2013 and held it in 34 quarters. The position peaked at $19.7M in Q2 2024. 382 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • John Overdeck reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 31,577 Axos Financial shares in Q2 2026, an estimated $2.69M.
  • John Overdeck first reported a position in Axos Financial in Q2 2013 and held it in 34 quarters.
  • John Overdeck's Axos Financial position peaked at $19.7M in Q2 2024.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.