Simplex Trading
AX icon

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 		$366K Sell
4,300
-10,300
-71% -$939K ﹤0.01% 3616
2025
Q4 		$1.26M Sell
14,600
-300
-2% -$24.7K ﹤0.01% 2404
2025
Q3 		$1.26M Buy
14,900
+2,400
+19% +$209K ﹤0.01% 2807
2025
Q2 		$950K Sell
12,500
-45,300
-78% -$3.06M ﹤0.01% 2833
2025
Q1 		$3.73M Sell
57,800
-56,400
-49% -$3.83M ﹤0.01% 1509
2024
Q4 		$7.98M Sell
114,200
-20,600
-15% -$1.5M ﹤0.01% 1175
2024
Q3 		$8.48M Buy
134,800
+41,800
+45% +$2.75M 0.01% 1144
2024
Q2 		$5.31M Sell
93,000
-153,900
-62% -$8.37M ﹤0.01% 1402
2024
Q1 		$13.3M Sell
246,900
-51,300
-17% -$2.7M 0.01% 944
2023
Q4 		$16.3M Buy
298,200
+50,100
+20% +$2.09M 0.01% 809
2023
Q3 		$9.39M Buy
248,100
+234,200
+1,685% +$9.91M 0.01% 952
2023
Q2 		$548K Sell
13,900
-79,100
-85% -$3.07M ﹤0.01% 3210
2023
Q1 		$3.43M Buy
93,000
+4,900
+6% +$211K ﹤0.01% 1528
2022
Q4 		$3.37M Sell
88,100
-159,900
-64% -$6.09M ﹤0.01% 1478
2022
Q3 		$8.49M Buy
248,000
+46,000
+23% +$1.86M 0.01% 871
2022
Q2 		$7.24M Buy
202,000
+180,200
+827% +$6.93M 0.01% 938
2022
Q1 		$1.01M Buy
21,800
+21,700
+21,700% +$1.15M ﹤0.01% 2911
2021
Q4 		$5K Sell
100
-18,400
-99% -$1.03M ﹤0.01% 9490
2021
Q3 		$864K Hold
18,500
– – ﹤0.01% 3280
2021
Q2 		$858K Buy
18,500
+18,254
+7,420% +$853K ﹤0.01% 3340
2021
Q1 		$1.16M Buy
246
+180
+273% +$8.11K ﹤0.01% 2234
2020
Q4 		$247K Sell
66
-43
-39% -$1.36K ﹤0.01% 4325
2020
Q3 		$254K Buy
109
+50
+85% +$1.14K ﹤0.01% 3808
2020
Q2 		$130K Sell
59
-79
-57% -$1.61K ﹤0.01% 4506
2020
Q1 		$250K Buy
138
+98
+245% +$2.46K ﹤0.01% 3330
2019
Q4 		$121K Buy
40
+21
+111% +$614 ﹤0.01% 4309
2019
Q3 		$52K Sell
19
-37
-66% -$996 ﹤0.01% 4985
2019
Q2 		$152K Buy
56
+29
+107% +$853 ﹤0.01% 3750
2019
Q1 		$78K Sell
27
-95
-78% -$2.85K ﹤0.01% 4596
2018
Q4 		$307K Sell
122
-96
-44% -$2.9K ﹤0.01% 2700
2018
Q3 		$63K Sell
218
-3
-1% -$115 ﹤0.01% 4927
2018
Q2 		$904K Sell
221
-151
-41% -$6.28K ﹤0.01% 1888
2018
Q1 		$15K Buy
372
+50
+16% +$1.82K ﹤0.01% 3604
2017
Q4 		$8K Buy
322
+39
+14% +$1.06K ﹤0.01% 4069
2017
Q3 		$8K Buy
283
+77
+37% +$2.01K ﹤0.01% 3948
2017
Q2 		$35K Sell
206
-158
-43% -$3.74K ﹤0.01% 2713
2017
Q1 		$120K Buy
364
+1
+0.3% +$29 0.01% 1587
2016
Q4 		$57K Buy
363
+149
+70% +$3.55K ﹤0.01% 2018
2016
Q3 		$23K Sell
214
-166
-44% -$3.22K ﹤0.01% 2830
2016
Q2 		$45K Buy
380
+19
+5% +$357 ﹤0.01% 2156
2016
Q1 		$44K Sell
361
-629
-64% -$11.4K ﹤0.01% 2055
2015
Q4 		$75K Sell
990
-74
-7% -$1.74K 0.01% 1581
2015
Q3 		$24K Buy
1,064
+676
+174% +$20.2K ﹤0.01% 2609
2015
Q2 		$3K Sell
388
-156
-29% -$3.71K ﹤0.01% 3990
2015
Q1 		$20K Buy
544
+480
+750% +$10.5K ﹤0.01% 2322
2014
Q4 		$1K Buy
+64
New +$1.2K ﹤0.01% 4036

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.