Simplex Trading
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Simplex Trading’s Axos Financial AX Stock Holding History

Simplex Trading’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 		$76.6K Sell
900
-2,100
-70% -$191K ﹤0.01% 5388
2025
Q4 		$258K Sell
3,000
-1,800
-38% -$148K ﹤0.01% 3969
2025
Q3 		$406K Sell
4,800
-3,200
-40% -$279K ﹤0.01% 4083
2025
Q2 		$608K Buy
8,000
+3,800
+90% +$257K ﹤0.01% 3295
2025
Q1 		$270K Sell
4,200
-11,100
-73% -$753K ﹤0.01% 4016
2024
Q4 		$1.07M Sell
15,300
-13,200
-46% -$964K ﹤0.01% 2764
2024
Q3 		$1.79M Sell
28,500
-22,400
-44% -$1.47M ﹤0.01% 2379
2024
Q2 		$2.91M Buy
50,900
+6,100
+14% +$332K ﹤0.01% 1860
2024
Q1 		$2.42M Sell
44,800
-26,000
-37% -$1.37M ﹤0.01% 2211
2023
Q4 		$3.87M Buy
70,800
+66,100
+1,406% +$2.76M ﹤0.01% 1779
2023
Q3 		$177K Buy
4,700
+1,800
+62% +$76.1K ﹤0.01% 4475
2023
Q2 		$114K Sell
2,900
-23,700
-89% -$918K ﹤0.01% 4915
2023
Q1 		$982K Buy
26,600
+23,200
+682% +$1M ﹤0.01% 2604
2022
Q4 		$129K Sell
3,400
-3,900
-53% -$149K ﹤0.01% 4768
2022
Q3 		$249K Buy
+7,300
New +$295K ﹤0.01% 4326
2022
Q2 		– Sell
-3,500
Closed -$162K – 9924
2022
Q1 		$162K Buy
3,500
+1,800
+106% +$95.1K ﹤0.01% 5454
2021
Q4 		$95K Sell
1,700
-6,400
-79% -$358K ﹤0.01% 6326
2021
Q3 		$378K Hold
8,100
– – ﹤0.01% 4529
2021
Q2 		$375K Buy
8,100
+7,936
+4,839% +$371K ﹤0.01% 4607
2021
Q1 		$770K Buy
164
+9
+6% +$405 ﹤0.01% 2758
2020
Q4 		$581K Sell
155
-143
-48% -$4.52K ﹤0.01% 3224
2020
Q3 		$694K Buy
298
+196
+192% +$4.48K ﹤0.01% 2641
2020
Q2 		$225K Buy
102
+52
+104% +$1.06K ﹤0.01% 3862
2020
Q1 		$90K Sell
50
-58
-54% -$1.46K ﹤0.01% 4486
2019
Q4 		$327K Sell
108
-34
-24% -$994 ﹤0.01% 3180
2019
Q3 		$392K Buy
142
+4
+3% +$108 ﹤0.01% 2858
2019
Q2 		$376K Sell
138
-121
-47% -$3.56K ﹤0.01% 2854
2019
Q1 		$750K Buy
259
+196
+311% +$5.87K ﹤0.01% 2251
2018
Q4 		$158K Sell
63
-91
-59% -$2.75K ﹤0.01% 3395
2018
Q3 		$90K Sell
154
-3
-2% -$115 ﹤0.01% 4531
2018
Q2 		$642K Sell
157
-171
-52% -$7.11K ﹤0.01% 2210
2018
Q1 		$293K Buy
328
+86
+36% +$3.13K 0.01% 995
2017
Q4 		$96K Sell
242
-252
-51% -$6.85K ﹤0.01% 1830
2017
Q3 		$184K Buy
494
+325
+192% +$8.49K 0.01% 1241
2017
Q2 		$19K Sell
169
-314
-65% -$7.43K ﹤0.01% 3322
2017
Q1 		$26K Sell
483
-159
-25% -$4.59K ﹤0.01% 2981
2016
Q4 		$215K Buy
642
+378
+143% +$9K 0.01% 1004
2016
Q3 		$189K Sell
264
-108
-29% -$2.1K 0.01% 1073
2016
Q2 		$45K Buy
372
+7
+2% +$131 ﹤0.01% 2155
2016
Q1 		$87K Sell
365
-315
-46% -$5.71K 0.01% 1469
2015
Q4 		$42K Buy
680
+468
+221% +$11K ﹤0.01% 2057
2015
Q3 		$71K Buy
212
+24
+13% +$717 0.01% 1694
2015
Q2 		$112K Buy
188
+24
+15% +$571 0.01% 1140
2015
Q1 		$73K Buy
164
+32
+24% +$703 0.01% 1290
2014
Q4 		$16K Buy
+132
New +$2.48K ﹤0.01% 2208

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

Simplex Trading's AX Position: Q1 2026 in Review

Simplex Trading sold out of Axos Financial (AX) in Q1 2026, closing a stake of 9,980 shares — an estimated $909K sold.

Simplex Trading first reported a position in AX in Q1 2015 and held it in 18 quarters. The position peaked at $4.86M in Q4 2023. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Simplex Trading reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 9,980 Axos Financial shares in Q1 2026, an estimated $909K.
  • Simplex Trading first reported a position in Axos Financial in Q1 2015 and held it in 18 quarters.
  • Simplex Trading's Axos Financial position peaked at $4.86M in Q4 2023.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.