Marshall Wace’s Axos Financial AX Stock Holding History

Marshall Wace’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	$560K	Buy	+5,751	New	+$518K	﹤0.01%	2468
2025 Q4	–	Sell	-10,580	Closed	-$896K	–	2950
2025 Q3	$896K	Buy	10,580 +5,214	+97%	+$454K	﹤0.01%	1988
2025 Q2	$408K	Sell	5,366 -2,500	-32%	-$169K	﹤0.01%	2212
2025 Q1	$508K	Buy	+7,866	New	+$534K	﹤0.01%	2074
2024 Q4	–	Sell	-4,503	Closed	-$283K	–	2575
2024 Q3	$283K	Buy	+4,503	New	+$296K	﹤0.01%	2171
2024 Q2	–	Sell	-4,500	Closed	-$243K	–	2539
2024 Q1	$243K	Buy	+4,500	New	+$237K	﹤0.01%	2177
2022 Q3	–	Sell	-71,195	Closed	-$2.55M	–	3327
2022 Q2	$2.55M	Buy	71,195 +44,269	+164%	+$1.7M	0.01%	1813
2022 Q1	$1.25M	Buy	26,926 +19,061	+242%	+$1.01M	﹤0.01%	2341
2021 Q4	$439K	Buy	+7,865	New	+$440K	﹤0.01%	2870
2020 Q4	–	Sell	-57,910	Closed	-$1.35M	–	1872
2020 Q3	$1.35M	Sell	57,910 -31,611	-35%	-$723K	0.01%	918
2020 Q2	$1.98M	Buy	+89,521	New	+$1.82M	0.01%	798
2019 Q1	–	Sell	-23,606	Closed	-$594K	–	1709
2018 Q4	$594K	Buy	+23,606	New	+$712K	0.01%	1049
2015 Q3	–	Sell	-103,664	Closed	-$2.74M	–	907
2015 Q2	$2.74M	Buy	+103,664	New	+$2.46M	0.04%	405
2014 Q3	–	Sell	-49,748	Closed	-$914K	–	873
2014 Q2	$914K	Buy	+49,748	New	+$979K	0.01%	516

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace's AX Position: Q2 2026 in Review

Marshall Wace opened a new position in Axos Financial (AX) in Q2 2026: 5,751 shares worth $560K. The stake represents ﹤0.01% of the portfolio and ranks #2468 among its holdings. This is a return to the name: Marshall Wace previously reported a position in AX as recently as Q3 2025.

Marshall Wace first reported a position in AX in Q2 2014 and has held it in 14 quarters since. The position peaked at $2.74M in Q2 2015. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Marshall Wace held 5,751 shares of Axos Financial worth $560K as of Q2 2026.
Axos Financial was a new Marshall Wace position in Q2 2026.
Axos Financial made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2468 holding.
Marshall Wace first reported a position in Axos Financial in Q2 2014 and has held it in 14 quarters since.
Marshall Wace's Axos Financial position peaked at $2.74M in Q2 2015.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.