Mackenzie Financial
AX icon

Mackenzie Financial’s Axos Financial AX Stock Holding History

Mackenzie 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
-3,410
Closed -$295K – 1457
2025
Q4 		$295K Sell
3,410
-115
-3% -$9.47K ﹤0.01% 1392
2025
Q3 		$298K Hold
3,525
– – ﹤0.01% 1410
2025
Q2 		$268K Hold
3,525
– – ﹤0.01% 1445
2025
Q1 		$227K Hold
3,525
– – ﹤0.01% 1475
2024
Q4 		$246K Hold
3,525
– – ﹤0.01% 1467
2024
Q3 		$222K Hold
3,525
– – ﹤0.01% 1338
2024
Q2 		$201K Buy
+3,525
New +$192K ﹤0.01% 1342

Other funds holding AX

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mackenzie Financial's AX Position: Q1 2026 in Review

Mackenzie Financial sold out of Axos Financial (AX) in Q1 2026, closing a stake of 3,410 shares — an estimated $295K sold.

Mackenzie Financial first reported a position in AX in Q2 2024 and held it in 7 quarters. The position peaked at $298K in Q3 2025. 386 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Mackenzie Financial reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 3,410 Axos Financial shares in Q1 2026, an estimated $295K.
  • Mackenzie Financial first reported a position in Axos Financial in Q2 2024 and held it in 7 quarters.
  • Mackenzie Financial's Axos Financial position peaked at $298K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

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