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TCW Group’s Axos Financial AX Stock Holding History

TCW Group’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 		$5.21M Hold
53,520
– – 0.04% 198
2026
Q1 		$4.55M Sell
53,520
-1,600
-3% -$146K 0.03% 193
2025
Q4 		$4.75M Sell
55,120
-4,500
-8% -$371K 0.03% 175
2025
Q3 		$5.05M Sell
59,620
-30,100
-34% -$2.62M 0.04% 143
2025
Q2 		$6.82M Sell
89,720
-2,300
-2% -$155K 0.05% 152
2025
Q1 		$5.94M Sell
92,020
-30,780
-25% -$2.09M 0.05% 175
2024
Q4 		$8.58M Sell
122,800
-40,600
-25% -$2.96M 0.07% 146
2024
Q3 		$10.3M Sell
163,400
-52,700
-24% -$3.46M 0.09% 129
2024
Q2 		$12.4M Sell
216,100
-74,400
-26% -$4.05M 0.11% 119
2024
Q1 		$15.7M Hold
290,500
– – 0.16% 110
2023
Q4 		$15.9M Hold
290,500
– – 0.18% 109
2023
Q3 		$11M Buy
290,500
+123,100
+74% +$5.21M 0.14% 124
2023
Q2 		$6.6M Buy
167,400
+24,200
+17% +$938K 0.07% 158
2023
Q1 		$5.29M Buy
+143,200
New +$6.18M 0.07% 164
2021
Q4 		– Sell
-91,800
Closed -$4.73M – 321
2021
Q3 		$4.73M Sell
91,800
-300
-0.3% -$14.2K 0.01% 204
2021
Q2 		$4.27M Sell
92,100
-104,800
-53% -$4.9M 0.04% 216
2021
Q1 		$9.26M Sell
196,900
-107,300
-35% -$4.83M 0.09% 151
2020
Q4 		$11.4M Hold
304,200
– – 0.1% 128
2020
Q3 		$7.09M Buy
304,200
+20,000
+7% +$457K 0.08% 147
2020
Q2 		$6.28M Hold
284,200
– – 0.07% 148
2020
Q1 		$5.15M Buy
+284,200
New +$7.14M 0.07% 152
2017
Q1 		– Sell
-19,000
Closed -$542K – 404
2016
Q4 		$542K Buy
+19,000
New +$452K ﹤0.01% 613

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

TCW Group's AX Position: Q2 2026 in Review

TCW Group held its Axos Financial (AX) position steady in Q2 2026 at 53,520 shares worth $5.21M. The position accounts for 0.04% of the portfolio, ranked #198.

TCW Group first reported a position in AX in Q4 2016 and has held it in 22 quarters since. The position peaked at $15.9M in Q4 2023. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • TCW Group held 53,520 shares of Axos Financial worth $5.21M as of Q2 2026.
  • TCW Group left its Axos Financial share count unchanged in Q2 2026.
  • Axos Financial made up 0.04% of TCW Group's portfolio in Q2 2026, its #198 holding.
  • TCW Group first reported a position in Axos Financial in Q4 2016 and has held it in 22 quarters since.
  • TCW Group's Axos Financial position peaked at $15.9M in Q4 2023.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.