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Oxford Asset Management’s Axos Financial AX Stock Holding History

Oxford Asset Management’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
2025
Q4 		– Sell
-5,604
Closed -$474K – 507
2025
Q3 		$474K Buy
+5,604
New +$488K 0.16% 225
2020
Q1 		– Sell
-37,548
Closed -$1.14M – 315
2019
Q4 		$1.14M Buy
37,548
+24,600
+190% +$719K 0.03% 783
2019
Q3 		$358K Buy
+12,948
New +$349K 0.01% 1403
2017
Q4 		– Sell
-209,606
Closed -$5.99M – 1615
2017
Q3 		$5.99M Buy
+209,606
New +$5.48M 0.12% 182
2016
Q3 		– Sell
-200,977
Closed -$3.56M – 770
2016
Q2 		$3.56M Buy
200,977
+86,951
+76% +$1.63M 0.12% 236
2016
Q1 		$2.43M Buy
+114,026
New +$2.07M 0.07% 325
2015
Q4 		– Sell
-175,528
Closed -$5.65M – 875
2015
Q3 		$5.65M Buy
+175,528
New +$5.24M 0.18% 106
2015
Q2 		– Sell
-147,980
Closed -$3.44M – 662
2015
Q1 		$3.44M Buy
147,980
+47,112
+47% +$1.03M 0.09% 261
2014
Q4 		$1.98M Buy
100,868
+544
+0.5% +$10.2K 0.04% 386
2014
Q3 		$1.83M Buy
+100,324
New +$1.89M 0.04% 385
2014
Q2 		– Sell
-215,132
Closed -$4.61M – 692
2014
Q1 		$4.61M Buy
+215,132
New +$4.62M 0.13% 234
2013
Q3 		– Sell
-172,208
Closed -$1.97M – 793
2013
Q2 		$1.97M Buy
+172,208
New +$1.79M 0.05% 461

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oxford Asset Management's AX Position: Q4 2025 in Review

Oxford Asset Management sold out of Axos Financial (AX) in Q4 2025, closing a stake of 5,604 shares — an estimated $474K sold.

Oxford Asset Management first reported a position in AX in Q2 2013 and held it in 12 quarters. The position peaked at $5.99M in Q3 2017. 378 funds tracked by Wall St. Rank hold AX as of Q4 2025.

  • Oxford Asset Management reported no remaining Axos Financial position as of Q4 2025 after selling out during the quarter.
  • Oxford Asset Management sold 5,604 Axos Financial shares in Q4 2025, an estimated $474K.
  • Oxford Asset Management first reported a position in Axos Financial in Q2 2013 and held it in 12 quarters.
  • Oxford Asset Management's Axos Financial position peaked at $5.99M in Q3 2017.
  • 378 funds tracked by Wall St. Rank held Axos Financial as of Q4 2025.

Based on Oxford Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.