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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
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 -$4.73K – 321
2021
Q3 		$4.73K 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 $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

TCW Group's AX Position: Q1 2026 in Review

TCW Group reduced its Axos Financial (AX) stake by 2.9% in Q1 2026, selling an estimated $146K and leaving 53,520 shares worth $4.55M. The position accounts for 0.03% of the portfolio, ranked #193.

TCW Group first reported a position in AX in Q4 2016 and has held it in 21 quarters since. The position peaked at $15.9M in Q4 2023. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • TCW Group held 53,520 shares of Axos Financial worth $4.55M as of Q1 2026.
  • TCW Group sold 1,600 Axos Financial shares in Q1 2026, an estimated $146K.
  • Axos Financial made up 0.03% of TCW Group's portfolio in Q1 2026, its #193 holding.
  • TCW Group first reported a position in Axos Financial in Q4 2016 and has held it in 21 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 Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.