Two Sigma Investments’s Axos Financial AX Stock Holding History

Two Sigma Investments’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
2018 Q3	–	Sell	-20,100	Closed	-$822K	–	3160
2018 Q2	$822K	Buy	+20,100	New	+$836K	﹤0.01%	2291
2018 Q1	–	Sell	-9,000	Closed	-$269K	–	3126
2017 Q4	$269K	Sell	9,000 -11,100	-55%	-$302K	﹤0.01%	2781
2017 Q3	$572K	Sell	20,100 -17,600	-47%	-$460K	﹤0.01%	2062
2017 Q2	$894K	Buy	+37,700	New	+$892K	﹤0.01%	1966
2016 Q4	–	Sell	-24,600	Closed	-$551K	–	3071
2016 Q3	$551K	Buy	+24,600	New	+$478K	﹤0.01%	2374
2016 Q1	–	Sell	-19,000	Closed	-$400K	–	2779
2015 Q4	$400K	Buy	+19,000	New	+$447K	﹤0.01%	2093

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Two Sigma Investments's AX Position: Q1 2026 in Review

Two Sigma Investments reduced its Axos Financial (AX) stake by 54% in Q1 2026, selling an estimated $3.38M and leaving 31,577 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Two Sigma Investments first reported a position in AX in Q2 2013 and has held it in 34 quarters since. The position peaked at $19.7M in Q2 2024. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

Two Sigma Investments held 31,577 shares of Axos Financial worth $2.69M as of Q1 2026.
Two Sigma Investments sold 37,101 Axos Financial shares in Q1 2026, an estimated $3.38M.
Axos Financial made up ﹤0.01% of Two Sigma Investments's portfolio in Q1 2026, its #2538 holding.
Two Sigma Investments first reported a position in Axos Financial in Q2 2013 and has held it in 34 quarters since.
Two Sigma Investments's Axos Financial position peaked at $19.7M in Q2 2024.
384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.