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Steve Schonfeld’s Axos Financial AX Stock Holding History

Steve Schonfeld’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
Q2 		– Sell
-3,163
Closed -$269K – 2606
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Steve Schonfeld's AX Position: Q2 2026 in Review

Steve Schonfeld sold out of Axos Financial (AX) in Q2 2026, closing a stake of 3,163 shares — an estimated $269K sold.

Steve Schonfeld first reported a position in AX in Q2 2021 and held it in 12 quarters. The position peaked at $2.43M in Q4 2024. 382 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Steve Schonfeld reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
  • Steve Schonfeld sold 3,163 Axos Financial shares in Q2 2026, an estimated $269K.
  • Steve Schonfeld first reported a position in Axos Financial in Q2 2021 and held it in 12 quarters.
  • Steve Schonfeld's Axos Financial position peaked at $2.43M in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.