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Schonfeld Strategic Advisors’s Axos Financial AX Stock Holding History

Schonfeld Strategic Advisors’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 		$269K Buy
+3,163
New +$288K ﹤0.01% 1621
2025
Q2 		– Sell
-22,758
Closed -$1.47M – 2042
2025
Q1 		$1.47M Sell
22,758
-12,048
-35% -$817K 0.01% 1117
2024
Q4 		$2.43M Buy
34,806
+8,807
+34% +$643K 0.01% 760
2024
Q3 		$1.63M Buy
25,999
+3,030
+13% +$199K 0.01% 971
2024
Q2 		$1.31M Buy
22,969
+439
+2% +$23.9K 0.01% 1084
2024
Q1 		$1.22M Sell
22,530
-7,070
-24% -$372K 0.01% 1160
2023
Q4 		$1.62M Buy
+29,600
New +$1.24M 0.01% 872
2022
Q4 		– Sell
-31,836
Closed -$1.09M – 2589
2022
Q3 		$1.09M Buy
+31,836
New +$1.29M 0.01% 1207
2022
Q2 		– Sell
-6,700
Closed -$311K – 2531
2022
Q1 		$311K Buy
6,700
+700
+12% +$37K ﹤0.01% 1675
2021
Q4 		$336K Buy
6,000
+200
+3% +$11.2K ﹤0.01% 1465
2021
Q3 		$299K Sell
5,800
-1,600
-22% -$75.9K ﹤0.01% 1533
2021
Q2 		$343K Buy
+7,400
New +$346K ﹤0.01% 1387

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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 $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schonfeld Strategic Advisors's AX Position: Q1 2026 in Review

Schonfeld Strategic Advisors opened a new position in Axos Financial (AX) in Q1 2026: 3,163 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #1621 among its holdings. This is a return to the name: Schonfeld Strategic Advisors previously reported a position in AX as recently as Q1 2025.

Schonfeld Strategic Advisors first reported a position in AX in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.43M in Q4 2024. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Schonfeld Strategic Advisors held 3,163 shares of Axos Financial worth $269K as of Q1 2026.
  • Axos Financial was a new Schonfeld Strategic Advisors position in Q1 2026.
  • Axos Financial made up ﹤0.01% of Schonfeld Strategic Advisors's portfolio in Q1 2026, its #1621 holding.
  • Schonfeld Strategic Advisors first reported a position in Axos Financial in Q2 2021 and has held it in 12 quarters since.
  • Schonfeld Strategic Advisors's Axos Financial position peaked at $2.43M in Q4 2024.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.