Squarepoint’s Axos Financial AX Stock Holding History

Squarepoint’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	–	Sell	-3,900	Closed	-$336K	–	4262
2025 Q4	$336K	Hold	3,900	–	–	﹤0.01%	3509
2025 Q3	$330K	Sell	3,900 -400	-9%	-$34.9K	﹤0.01%	3590
2025 Q2	$327K	Sell	4,300 -9,000	-68%	-$608K	﹤0.01%	3623
2025 Q1	$858K	Sell	13,300 -2,700	-17%	-$183K	﹤0.01%	2804
2024 Q4	$1.12M	Sell	16,000 -11,800	-42%	-$861K	﹤0.01%	2960
2024 Q3	$1.75M	Buy	27,800 +13,200	+90%	+$868K	﹤0.01%	2162
2024 Q2	$834K	Sell	14,600 -12,900	-47%	-$702K	﹤0.01%	2695
2024 Q1	$1.49M	Sell	27,500 -3,700	-12%	-$195K	﹤0.01%	2308
2023 Q4	$1.7M	Sell	31,200 -109,400	-78%	-$4.57M	﹤0.01%	2125
2023 Q3	$5.32M	Buy	+140,600	New	+$5.95M	0.01%	1137

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Squarepoint's AX Position: Q2 2026 in Review

Squarepoint reduced its Axos Financial (AX) stake by 65% in Q2 2026, selling an estimated $10.5M and leaving 63,581 shares worth $6.19M. The position accounts for 0.01% of the portfolio, ranked #1422.

Squarepoint first reported a position in AX in Q4 2015 and has held it in 28 quarters since. The position peaked at $15.4M in Q1 2026. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Squarepoint held 63,581 shares of Axos Financial worth $6.19M as of Q2 2026.
Squarepoint sold 116,826 Axos Financial shares in Q2 2026, an estimated $10.5M.
Axos Financial made up 0.01% of Squarepoint's portfolio in Q2 2026, its #1422 holding.
Squarepoint first reported a position in Axos Financial in Q4 2015 and has held it in 28 quarters since.
Squarepoint's Axos Financial position peaked at $15.4M in Q1 2026.
384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.