Royal Bank of Canada
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Royal Bank of Canada’s Axos Financial AX Stock Holding History

Royal Bank of Canada’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
Q1 		– Sell
-26,800
Closed -$801K – 6327
2017
Q4 		$801K Hold
26,800
– – ﹤0.01% 3403
2017
Q3 		$763K Hold
26,800
– – ﹤0.01% 3458
2017
Q2 		$636K Buy
+26,800
New +$634K ﹤0.01% 3471
2016
Q3 		– Sell
-80,000
Closed -$1.42M – 6386
2016
Q2 		$1.42M Buy
+80,000
New +$1.5M ﹤0.01% 2819

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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
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 $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 $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada's AX Position: Q1 2026 in Review

Royal Bank of Canada reduced its Axos Financial (AX) stake by 1.5% in Q1 2026, selling an estimated $138K and leaving 98,217 shares worth $8.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Royal Bank of Canada first reported a position in AX in Q2 2013 and has held it in 49 quarters since. The position peaked at $12.8M in Q2 2016. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Royal Bank of Canada held 98,217 shares of Axos Financial worth $8.36M as of Q1 2026.
  • Royal Bank of Canada sold 1,512 Axos Financial shares in Q1 2026, an estimated $138K.
  • Axos Financial made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2038 holding.
  • Royal Bank of Canada first reported a position in Axos Financial in Q2 2013 and has held it in 49 quarters since.
  • Royal Bank of Canada's Axos Financial position peaked at $12.8M in Q2 2016.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.